Skip to content
Disclosery

Simplicity Wealth,LLC: PNC position timeline

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

Simplicity Wealth,LLC held 6,318 PNC 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 6,318 shares
    Change vs previous 13F +814 shares

    0.05% of the 13F portfolio, value $1,555,575.

    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 5,504 shares
    Change vs previous 13F +458 shares

    0.06% of the 13F portfolio, value $1,145,283.

    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 5,046 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $1,053,236.

    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 4,898 shares
    Change vs previous 13F -3,578 shares

    0.06% of the 13F portfolio, value $984,247.

    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 8,476 shares
    Change vs previous 13F +5,765 shares

    0.07% of the 13F portfolio, value $1,579,973.

    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 2,711 shares
    Change vs previous 13F +1,315 shares

    0.04% of the 13F portfolio, value $476,500.

    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 1,396 shares
    Change vs previous 13F +93 shares

    0.06% of the 13F portfolio, value $269,219.

    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 1,303 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $240,860.

    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).