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Disclosery

Simplicity Wealth,LLC: SDY position timeline

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

Simplicity Wealth,LLC held 12,850 SDY 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 12,850 shares
    Change vs previous 13F +858 shares

    0.07% of the 13F portfolio, value $1,955,533.

    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 11,992 shares
    Change vs previous 13F +1,353 shares

    0.1% of the 13F portfolio, value $1,750,113.

    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 10,639 shares
    Change vs previous 13F +575 shares

    0.09% of the 13F portfolio, value $1,480,524.

    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 10,064 shares
    Change vs previous 13F -6,227 shares

    0.08% of the 13F portfolio, value $1,409,463.

    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 16,291 shares
    Change vs previous 13F +12,968 shares

    0.09% of the 13F portfolio, value $2,211,177.

    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 3,323 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $450,865.

    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 3,323 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $438,968.

    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 3,323 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $471,999.

    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).