Skip to content
Disclosery

Simplicity Wealth,LLC: SYF position timeline

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

Simplicity Wealth,LLC held 9,823 SYF 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 9,823 shares
    Change vs previous 13F -2,960 shares

    0.03% of the 13F portfolio, value $747,051.

    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 12,783 shares
    Change vs previous 13F +1,527 shares

    0.05% of the 13F portfolio, value $869,514.

    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 11,256 shares
    Change vs previous 13F -13,998 shares

    0.06% of the 13F portfolio, value $939,104.

    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 25,254 shares
    Change vs previous 13F +11,301 shares

    0.1% of the 13F portfolio, value $1,794,307.

    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 13,953 shares
    Change vs previous 13F -8,055 shares

    0.04% of the 13F portfolio, value $931,223.

    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 22,008 shares
    Change vs previous 13F +11,162 shares

    0.09% of the 13F portfolio, value $1,165,103.

    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 10,846 shares
    Change vs previous 13F +2,009 shares

    0.15% of the 13F portfolio, value $704,990.

    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 8,837 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $440,790.

    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).