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Disclosery

Simplicity Wealth,LLC: SGOV position timeline

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

Simplicity Wealth,LLC held 38,826 SGOV 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 38,826 shares
    Change vs previous 13F +20,923 shares

    0.13% of the 13F portfolio, value $3,908,649.

    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 17,903 shares
    Change vs previous 13F +4,991 shares

    0.1% of the 13F portfolio, value $1,802,106.

    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 12,912 shares
    Change vs previous 13F -1,555 shares

    0.08% of the 13F portfolio, value $1,296,090.

    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 14,467 shares
    Change vs previous 13F -8,913 shares

    0.08% of the 13F portfolio, value $1,456,858.

    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 23,380 shares
    Change vs previous 13F +8,231 shares

    0.1% of the 13F portfolio, value $2,354,168.

    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 15,149 shares
    Change vs previous 13F -2,642 shares

    0.12% of the 13F portfolio, value $1,525,093.

    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 17,791 shares
    Change vs previous 13F +9,353 shares

    0.37% of the 13F portfolio, value $1,784,764.

    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 8,438 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $849,881.

    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).