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Disclosery

Simplicity Wealth,LLC: QQH position timeline

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

Simplicity Wealth,LLC held 37,186 QQH 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 37,186 shares
    Change vs previous 13F -567 shares

    0.11% of the 13F portfolio, value $3,183,101.

    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 37,753 shares
    Change vs previous 13F +667 shares

    0.15% of the 13F portfolio, value $2,636,275.

    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 37,086 shares
    Change vs previous 13F -2,576 shares

    0.17% of the 13F portfolio, value $2,869,158.

    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 39,662 shares
    Change vs previous 13F -41,026 shares

    0.18% of the 13F portfolio, value $3,027,154.

    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 80,688 shares
    Change vs previous 13F +34,311 shares

    0.23% of the 13F portfolio, value $5,455,322.

    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 46,377 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,712,130.

    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).