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Disclosery

Simplicity Wealth,LLC: SNEX position timeline

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

Simplicity Wealth,LLC held 7,548 SNEX 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 7,548 shares
    Change vs previous 13F -4,685 shares

    0.03% of the 13F portfolio, value $894,438.

    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 12,233 shares
    Change vs previous 13F +4,059 shares

    0.06% of the 13F portfolio, value $986,591.

    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 8,174 shares
    Change vs previous 13F -252 shares

    0.05% of the 13F portfolio, value $777,593.

    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 8,426 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $850,352.

    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 8,591 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $782,984.

    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 8,537 shares
    Change vs previous 13F +1,002 shares

    0.05% of the 13F portfolio, value $652,056.

    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 7,535 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $738,204.

    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 7,509 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $614,837.

    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).