Skip to content
Disclosery

Simplicity Wealth,LLC: SPYM position timeline

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

Simplicity Wealth,LLC held 461,034 SPYM 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 461,034 shares
    Change vs previous 13F +46,393 shares

    1.37% of the 13F portfolio, value $40,515,675.

    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 414,641 shares
    Change vs previous 13F +76,843 shares

    1.8% of the 13F portfolio, value $31,736,606.

    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 337,798 shares
    Change vs previous 13F +28,575 shares

    1.62% of the 13F portfolio, value $27,098,185.

    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 309,223 shares
    Change vs previous 13F -139,303 shares

    1.4% of the 13F portfolio, value $24,224,495.

    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 448,526 shares
    Change vs previous 13F +309,098 shares

    1.36% of the 13F portfolio, value $32,603,401.

    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 139,428 shares
    Change vs previous 13F +27,095 shares

    0.71% of the 13F portfolio, value $9,168,761.

    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 112,333 shares
    Change vs previous 13F -20,414 shares

    1.61% of the 13F portfolio, value $7,744,221.

    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 132,747 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,961,748.

    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).