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Disclosery

Simplicity Wealth,LLC: OUNZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on OUNZ, newest first. How the timeline and the estimate are built.

Simplicity Wealth,LLC held 95,925 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,925 shares
    Change vs previous 13F -255 shares

    0.12% of the 13F portfolio, value $3,701,746.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,180 shares
    Change vs previous 13F -9,016 shares

    0.25% of the 13F portfolio, value $4,332,909.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 105,196 shares
    Change vs previous 13F +2,247 shares

    0.26% of the 13F portfolio, value $4,363,530.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,949 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,828,673.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).