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Disclosery

Simplicity Wealth,LLC: PHYS position timeline

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

Simplicity Wealth,LLC held 34,877 PHYS 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 34,877 shares
    Change vs previous 13F +15,352 shares

    0.04% of the 13F portfolio, value $1,052,239.

    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 19,525 shares
    Change vs previous 13F +1,626 shares

    0.04% of the 13F portfolio, value $691,966.

    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 17,899 shares
    Change vs previous 13F -61,137 shares

    0.04% of the 13F portfolio, value $591,025.

    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 79,036 shares
    Change vs previous 13F +27,528 shares

    0.14% of the 13F portfolio, value $2,341,046.

    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 51,508 shares
    Change vs previous 13F +10,308 shares

    0.05% of the 13F portfolio, value $1,305,728.

    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 41,200 shares
    Change vs previous 13F +5,231 shares

    0.08% of the 13F portfolio, value $991,272.

    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 35,969 shares
    Change vs previous 13F -14,726 shares

    0.15% of the 13F portfolio, value $724,416.

    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 50,695 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,033,164.

    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).