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Disclosery

Simplicity Wealth,LLC: SBUX position timeline

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

Simplicity Wealth,LLC held 11,631 SBUX 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 11,631 shares
    Change vs previous 13F -538 shares

    0.04% of the 13F portfolio, value $1,188,606.

    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 12,169 shares
    Change vs previous 13F +922 shares

    0.06% of the 13F portfolio, value $1,090,166.

    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 11,247 shares
    Change vs previous 13F -1,018 shares

    0.06% of the 13F portfolio, value $947,105.

    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 12,265 shares
    Change vs previous 13F -1,343 shares

    0.06% of the 13F portfolio, value $1,037,648.

    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 13,608 shares
    Change vs previous 13F +2,119 shares

    0.05% of the 13F portfolio, value $1,246,915.

    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 11,489 shares
    Change vs previous 13F +9,114 shares

    0.09% of the 13F portfolio, value $1,126,921.

    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 2,375 shares
    Change vs previous 13F +141 shares

    0.05% of the 13F portfolio, value $216,707.

    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 2,234 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,776.

    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).