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Disclosery

Simplicity Wealth,LLC: PM position timeline

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

Simplicity Wealth,LLC held 18,065 PM 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 18,065 shares
    Change vs previous 13F +5,261 shares

    0.11% of the 13F portfolio, value $3,268,164.

    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 12,804 shares
    Change vs previous 13F +2,937 shares

    0.12% of the 13F portfolio, value $2,117,002.

    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 9,867 shares
    Change vs previous 13F +42 shares

    0.09% of the 13F portfolio, value $1,582,592.

    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 9,825 shares
    Change vs previous 13F -3,825 shares

    0.09% of the 13F portfolio, value $1,593,683.

    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 13,650 shares
    Change vs previous 13F +9,682 shares

    0.1% of the 13F portfolio, value $2,486,012.

    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 3,968 shares
    Change vs previous 13F -372 shares

    0.05% of the 13F portfolio, value $629,814.

    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 4,340 shares
    Change vs previous 13F -1,881 shares

    0.11% of the 13F portfolio, value $522,293.

    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 6,221 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $755,265.

    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).