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Disclosery

Simplicity Wealth,LLC: SPDW position timeline

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

Simplicity Wealth,LLC held 479,774 SPDW 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 479,774 shares
    Change vs previous 13F +228,365 shares

    0.82% of the 13F portfolio, value $24,175,811.

    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 251,409 shares
    Change vs previous 13F +45,113 shares

    0.65% of the 13F portfolio, value $11,476,812.

    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 206,296 shares
    Change vs previous 13F -40,833 shares

    0.55% of the 13F portfolio, value $9,161,589.

    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 247,129 shares
    Change vs previous 13F -108,792 shares

    0.61% of the 13F portfolio, value $10,574,651.

    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 355,921 shares
    Change vs previous 13F +239,620 shares

    0.6% of the 13F portfolio, value $14,411,243.

    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 116,301 shares
    Change vs previous 13F +9,770 shares

    0.33% of the 13F portfolio, value $4,234,511.

    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 106,531 shares
    Change vs previous 13F -96,351 shares

    0.76% of the 13F portfolio, value $3,635,891.

    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 202,882 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,620,240.

    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).