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Disclosery

Simplicity Wealth,LLC: SPMD position timeline

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

Simplicity Wealth,LLC held 59,567 SPMD 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 59,567 shares
    Change vs previous 13F +5,615 shares

    0.14% of the 13F portfolio, value $4,024,301.

    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 53,952 shares
    Change vs previous 13F +8,065 shares

    0.18% of the 13F portfolio, value $3,195,033.

    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 45,887 shares
    Change vs previous 13F +8,936 shares

    0.16% of the 13F portfolio, value $2,657,311.

    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 36,951 shares
    Change vs previous 13F -28,371 shares

    0.12% of the 13F portfolio, value $2,113,232.

    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 65,322 shares
    Change vs previous 13F +58,478 shares

    0.15% of the 13F portfolio, value $3,552,201.

    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 6,844 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $350,263.

    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 6,844 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $374,285.

    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 6,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $374,217.

    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).