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Disclosery

Simplicity Wealth,LLC: PEP position timeline

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

Simplicity Wealth,LLC held 22,816 PEP 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 22,816 shares
    Change vs previous 13F +5,643 shares

    0.1% of the 13F portfolio, value $3,089,315.

    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 17,173 shares
    Change vs previous 13F +332 shares

    0.15% of the 13F portfolio, value $2,666,878.

    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 16,841 shares
    Change vs previous 13F -3,030 shares

    0.14% of the 13F portfolio, value $2,417,009.

    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 19,871 shares
    Change vs previous 13F -21,528 shares

    0.16% of the 13F portfolio, value $2,790,634.

    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).

  5. period ended2025-06-30
    13F 41,399 shares
    Change vs previous 13F +12,340 shares

    0.23% of the 13F portfolio, value $5,466,180.

    13F-HR 0001062993-25-013037 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).

  6. period ended2025-03-31
    13F 29,059 shares
    Change vs previous 13F +21,873 shares

    0.34% of the 13F portfolio, value $4,357,143.

    13F-HR 0001062993-25-007473 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).

  7. period ended2024-12-31
    13F 7,186 shares
    Change vs previous 13F -16,192 shares

    0.23% of the 13F portfolio, value $1,092,665.

    13F-HR 0001062993-25-001833 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).

  8. period ended2024-09-30
    13F 23,378 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,975,386.

    13F-HR 0001062993-24-017516 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).