Simplicity Wealth,LLC: SWKS position timeline

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

Simplicity Wealth,LLC held 0 SWKS shares at 2024-12-31 per its 13F-HR filed 2025-02-07.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -5,514 shares
13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 5,514 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $544,618.
13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).