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Disclosery

Simplicity Wealth,LLC: RSP position timeline

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

Simplicity Wealth,LLC held 15,725 RSP 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 15,725 shares
    Change vs previous 13F +8,814 shares

    0.11% of the 13F portfolio, value $3,345,779.

    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 6,911 shares
    Change vs previous 13F -734 shares

    0.08% of the 13F portfolio, value $1,326,503.

    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 7,645 shares
    Change vs previous 13F -6,426 shares

    0.09% of the 13F portfolio, value $1,464,540.

    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 14,071 shares
    Change vs previous 13F -9,249 shares

    0.15% of the 13F portfolio, value $2,669,332.

    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 23,320 shares
    Change vs previous 13F +11,277 shares

    0.18% of the 13F portfolio, value $4,238,169.

    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 12,043 shares
    Change vs previous 13F -7,378 shares

    0.16% of the 13F portfolio, value $2,086,266.

    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 19,421 shares
    Change vs previous 13F +1,461 shares

    0.71% of the 13F portfolio, value $3,403,148.

    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 17,960 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,217,773.

    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).