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Disclosery

Simplicity Wealth,LLC: SHOP position timeline

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

Simplicity Wealth,LLC held 12,003 SHOP 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 12,003 shares
    Change vs previous 13F -4,216 shares

    0.05% of the 13F portfolio, value $1,370,503.

    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 16,219 shares
    Change vs previous 13F -1,690 shares

    0.11% of the 13F portfolio, value $1,923,898.

    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 17,909 shares
    Change vs previous 13F -6,476 shares

    0.17% of the 13F portfolio, value $2,882,811.

    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 24,385 shares
    Change vs previous 13F +8,298 shares

    0.21% of the 13F portfolio, value $3,623,855.

    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 16,087 shares
    Change vs previous 13F -11,177 shares

    0.08% of the 13F portfolio, value $1,855,636.

    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 27,264 shares
    Change vs previous 13F +19,023 shares

    0.2% of the 13F portfolio, value $2,603,166.

    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 8,241 shares
    Change vs previous 13F +582 shares

    0.18% of the 13F portfolio, value $876,266.

    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 7,659 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $613,792.

    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).