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Disclosery

Simplicity Wealth,LLC: SPTI position timeline

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

Simplicity Wealth,LLC held 90,557 SPTI 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 90,557 shares
    Change vs previous 13F +42,281 shares

    0.09% of the 13F portfolio, value $2,570,900.

    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 48,276 shares
    Change vs previous 13F -257 shares

    0.08% of the 13F portfolio, value $1,383,594.

    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 48,533 shares
    Change vs previous 13F +1,566 shares

    0.08% of the 13F portfolio, value $1,399,686.

    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 46,967 shares
    Change vs previous 13F -54,397 shares

    0.08% of the 13F portfolio, value $1,357,360.

    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 101,364 shares
    Change vs previous 13F +67,202 shares

    0.12% of the 13F portfolio, value $2,916,240.

    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 34,162 shares
    Change vs previous 13F +23,276 shares

    0.08% of the 13F portfolio, value $976,354.

    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 10,886 shares
    Change vs previous 13F -21,664 shares

    0.06% of the 13F portfolio, value $303,502.

    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 32,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $945,908.

    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).