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Disclosery

Simplicity Wealth,LLC: SDVY position timeline

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

Simplicity Wealth,LLC held 168,894 SDVY 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 168,894 shares
    Change vs previous 13F +24,786 shares

    0.25% of the 13F portfolio, value $7,286,087.

    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 144,108 shares
    Change vs previous 13F +58,378 shares

    0.32% of the 13F portfolio, value $5,682,178.

    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 85,730 shares
    Change vs previous 13F -8,601 shares

    0.2% of the 13F portfolio, value $3,285,174.

    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 94,331 shares
    Change vs previous 13F +1,068 shares

    0.21% of the 13F portfolio, value $3,586,418.

    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 93,263 shares
    Change vs previous 13F +7,077 shares

    0.14% of the 13F portfolio, value $3,290,319.

    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 86,186 shares
    Change vs previous 13F +6,586 shares

    0.22% of the 13F portfolio, value $2,887,231.

    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 79,600 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,853,660.

    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).