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Disclosery

Simplicity Wealth,LLC: ROAD position timeline

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

Simplicity Wealth,LLC held 3,824 ROAD 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 3,824 shares
    Change vs previous 13F +420 shares

    0.02% of the 13F portfolio, value $454,176.

    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 3,404 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $378,252.

    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 3,361 shares
    Change vs previous 13F +807 shares

    0.02% of the 13F portfolio, value $364,837.

    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 2,554 shares
    Change vs previous 13F -1,615 shares

    0.02% of the 13F portfolio, value $324,358.

    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 4,169 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $443,081.

    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 4,209 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $302,501.

    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 4,194 shares
    Change vs previous 13F -2,869 shares

    0.08% of the 13F portfolio, value $371,001.

    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 7,063 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $492,997.

    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).