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Disclosery

Simplicity Wealth,LLC: RWL position timeline

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

Simplicity Wealth,LLC held 24,422 RWL 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 24,422 shares
    Change vs previous 13F +1,644 shares

    0.11% of the 13F portfolio, value $3,120,149.

    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 22,778 shares
    Change vs previous 13F +3,070 shares

    0.15% of the 13F portfolio, value $2,617,411.

    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 19,708 shares
    Change vs previous 13F -215 shares

    0.13% of the 13F portfolio, value $2,256,551.

    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 19,923 shares
    Change vs previous 13F -28,188 shares

    0.13% of the 13F portfolio, value $2,204,664.

    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 48,111 shares
    Change vs previous 13F +30,245 shares

    0.21% of the 13F portfolio, value $5,017,453.

    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 17,866 shares
    Change vs previous 13F +3,213 shares

    0.14% of the 13F portfolio, value $1,774,795.

    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 14,653 shares
    Change vs previous 13F -3,849 shares

    0.3% of the 13F portfolio, value $1,434,809.

    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 18,502 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,814,478.

    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).