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Disclosery

Simplicity Wealth,LLC: SRLN position timeline

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

Simplicity Wealth,LLC held 159,229 SRLN 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 159,229 shares
    Change vs previous 13F +101,001 shares

    0.22% of the 13F portfolio, value $6,415,318.

    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 58,228 shares
    Change vs previous 13F -544 shares

    0.13% of the 13F portfolio, value $2,337,263.

    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 58,772 shares
    Change vs previous 13F -80,685 shares

    0.14% of the 13F portfolio, value $2,425,514.

    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 139,457 shares
    Change vs previous 13F +14,202 shares

    0.34% of the 13F portfolio, value $5,798,608.

    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 125,255 shares
    Change vs previous 13F +24,205 shares

    0.22% of the 13F portfolio, value $5,209,323.

    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 101,050 shares
    Change vs previous 13F +57,367 shares

    0.32% of the 13F portfolio, value $4,156,211.

    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 43,683 shares
    Change vs previous 13F -12,053 shares

    0.38% of the 13F portfolio, value $1,822,892.

    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 55,736 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,327,523.

    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).