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Disclosery

Simplicity Wealth,LLC: SPMO position timeline

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

Simplicity Wealth,LLC held 12,915 SPMO 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 12,915 shares
    Change vs previous 13F +5,957 shares

    0.07% of the 13F portfolio, value $2,086,381.

    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 6,958 shares
    Change vs previous 13F +3,134 shares

    0.04% of the 13F portfolio, value $780,117.

    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 3,824 shares
    Change vs previous 13F +2,046 shares

    0.03% of the 13F portfolio, value $456,292.

    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 1,778 shares
    Change vs previous 13F -469 shares

    0.01% of the 13F portfolio, value $215,245.

    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 2,247 shares
    Change vs previous 13F +2,247 shares

    0.01% of the 13F portfolio, value $252,720.

    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 0 shares
    Change vs previous 13F -2,170 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,170 shares
    Change vs previous 13F -180 shares

    0.04% of the 13F portfolio, value $206,172.

    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 2,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,004.

    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).