Skip to content
Disclosery

Simplicity Wealth,LLC: PFF position timeline

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

Simplicity Wealth,LLC held 19,654 PFF 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 19,654 shares
    Change vs previous 13F +5,637 shares

    0.02% of the 13F portfolio, value $599,261.

    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 14,017 shares
    Change vs previous 13F +1,619 shares

    0.02% of the 13F portfolio, value $424,983.

    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 12,398 shares
    Change vs previous 13F -15,121 shares

    0.02% of the 13F portfolio, value $383,856.

    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 27,519 shares
    Change vs previous 13F +15,660 shares

    0.05% of the 13F portfolio, value $870,157.

    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 11,859 shares
    Change vs previous 13F -28,025 shares

    0.02% of the 13F portfolio, value $363,834.

    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 39,884 shares
    Change vs previous 13F +2,105 shares

    0.1% of the 13F portfolio, value $1,225,656.

    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 37,779 shares
    Change vs previous 13F -843 shares

    0.25% of the 13F portfolio, value $1,187,772.

    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 38,622 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,283,409.

    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).