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Disclosery

Simplicity Wealth,LLC: SPHY position timeline

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

Simplicity Wealth,LLC held 278,790 SPHY 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 278,790 shares
    Change vs previous 13F +247,354 shares

    0.22% of the 13F portfolio, value $6,534,830.

    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 31,436 shares
    Change vs previous 13F +10,966 shares

    0.04% of the 13F portfolio, value $733,080.

    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 20,470 shares
    Change vs previous 13F -39,092 shares

    0.03% of the 13F portfolio, value $484,534.

    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 59,562 shares
    Change vs previous 13F -24,958 shares

    0.08% of the 13F portfolio, value $1,425,926.

    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 84,520 shares
    Change vs previous 13F +38,012 shares

    0.08% of the 13F portfolio, value $2,011,561.

    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 46,508 shares
    Change vs previous 13F -24,651 shares

    0.08% of the 13F portfolio, value $1,089,217.

    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 71,159 shares
    Change vs previous 13F -12,458 shares

    0.35% of the 13F portfolio, value $1,670,108.

    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 83,617 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,010,999.

    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).