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Disclosery

Simplicity Wealth,LLC: QUAL position timeline

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

Simplicity Wealth,LLC held 4,055 QUAL 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 4,055 shares
    Change vs previous 13F -16,783 shares

    0.03% of the 13F portfolio, value $889,829.

    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 20,838 shares
    Change vs previous 13F +2,331 shares

    0.23% of the 13F portfolio, value $3,996,875.

    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 18,507 shares
    Change vs previous 13F -14,876 shares

    0.22% of the 13F portfolio, value $3,675,961.

    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 33,383 shares
    Change vs previous 13F -44,075 shares

    0.38% of the 13F portfolio, value $6,493,000.

    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 77,458 shares
    Change vs previous 13F +33,327 shares

    0.59% of the 13F portfolio, value $14,160,978.

    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 44,131 shares
    Change vs previous 13F +34,117 shares

    0.59% of the 13F portfolio, value $7,541,583.

    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 10,014 shares
    Change vs previous 13F -33,489 shares

    0.37% of the 13F portfolio, value $1,783,293.

    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 43,503 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,800,129.

    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).