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Disclosery

Simplicity Wealth,LLC: SPEM position timeline

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

Simplicity Wealth,LLC held 185,837 SPEM 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 185,837 shares
    Change vs previous 13F +60,469 shares

    0.32% of the 13F portfolio, value $9,622,664.

    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 125,368 shares
    Change vs previous 13F +24,043 shares

    0.33% of the 13F portfolio, value $5,880,998.

    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 101,325 shares
    Change vs previous 13F +16,136 shares

    0.28% of the 13F portfolio, value $4,743,015.

    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 85,189 shares
    Change vs previous 13F -42,327 shares

    0.23% of the 13F portfolio, value $3,987,710.

    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 127,516 shares
    Change vs previous 13F +120,324 shares

    0.23% of the 13F portfolio, value $5,450,058.

    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 7,192 shares
    Change vs previous 13F -28,903 shares

    0.02% of the 13F portfolio, value $283,131.

    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 36,095 shares
    Change vs previous 13F -19,565 shares

    0.29% of the 13F portfolio, value $1,384,970.

    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 55,660 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,297,645.

    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).