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Disclosery

Simplicity Wealth,LLC: QQQ position timeline

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

Simplicity Wealth,LLC held 24,680 QQQ 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 24,680 shares
    Change vs previous 13F +15,362 shares

    0.61% of the 13F portfolio, value $18,174,611.

    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 9,318 shares
    Change vs previous 13F -1,600 shares

    0.3% of the 13F portfolio, value $5,378,401.

    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 10,918 shares
    Change vs previous 13F +782 shares

    0.4% of the 13F portfolio, value $6,706,921.

    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 10,136 shares
    Change vs previous 13F -7,364 shares

    0.35% of the 13F portfolio, value $6,085,133.

    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 17,500 shares
    Change vs previous 13F +9,717 shares

    0.4% of the 13F portfolio, value $9,653,244.

    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 7,783 shares
    Change vs previous 13F +2,145 shares

    0.28% of the 13F portfolio, value $3,649,810.

    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 5,638 shares
    Change vs previous 13F -1,326 shares

    0.6% of the 13F portfolio, value $2,882,544.

    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 6,964 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,398,975.

    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).