Simplicity Wealth,LLC: PSI position timeline

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

Simplicity Wealth,LLC held 7,295 PSI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 7,295 shares
Change vs previous 13F -37 shares
0.05% of the 13F portfolio, value $1,370,197.
13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,332 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $692,011.
13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).