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Disclosery

Simplicity Wealth,LLC: QFLR position timeline

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

Simplicity Wealth,LLC held 277,136 QFLR 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 277,136 shares
    Change vs previous 13F -2,830 shares

    0.34% of the 13F portfolio, value $10,109,921.

    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 279,966 shares
    Change vs previous 13F +23,742 shares

    0.53% of the 13F portfolio, value $9,322,868.

    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 256,224 shares
    Change vs previous 13F +11,863 shares

    0.52% of the 13F portfolio, value $8,783,359.

    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 244,361 shares
    Change vs previous 13F -186,651 shares

    0.47% of the 13F portfolio, value $8,100,567.

    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 431,012 shares
    Change vs previous 13F +399,927 shares

    0.54% of the 13F portfolio, value $12,861,398.

    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 31,085 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $839,606.

    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).