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Disclosery

Simplicity Wealth,LLC: REET position timeline

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

Simplicity Wealth,LLC held 110,221 REET 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 110,221 shares
    Change vs previous 13F +36,437 shares

    0.1% of the 13F portfolio, value $3,044,308.

    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 73,784 shares
    Change vs previous 13F +15,262 shares

    0.11% of the 13F portfolio, value $1,855,679.

    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 58,522 shares
    Change vs previous 13F -13,224 shares

    0.09% of the 13F portfolio, value $1,460,112.

    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 71,746 shares
    Change vs previous 13F +38,453 shares

    0.11% of the 13F portfolio, value $1,833,827.

    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 33,293 shares
    Change vs previous 13F +5,530 shares

    0.03% of the 13F portfolio, value $822,337.

    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 27,763 shares
    Change vs previous 13F +9,962 shares

    0.05% of the 13F portfolio, value $673,530.

    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 17,801 shares
    Change vs previous 13F +1,825 shares

    0.09% of the 13F portfolio, value $426,690.

    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 15,976 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $426,399.

    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).