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Disclosery

Simplicity Wealth,LLC: SPTL position timeline

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

Simplicity Wealth,LLC held 196,159 SPTL 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 196,159 shares
    Change vs previous 13F +74,564 shares

    0.17% of the 13F portfolio, value $5,145,256.

    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 121,595 shares
    Change vs previous 13F +20,187 shares

    0.18% of the 13F portfolio, value $3,197,951.

    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 101,408 shares
    Change vs previous 13F +8,736 shares

    0.16% of the 13F portfolio, value $2,684,259.

    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 92,672 shares
    Change vs previous 13F -73,092 shares

    0.14% of the 13F portfolio, value $2,497,507.

    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 165,764 shares
    Change vs previous 13F +122,791 shares

    0.18% of the 13F portfolio, value $4,406,022.

    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 42,973 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,171,436.

    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).