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Disclosery

Simplicity Wealth,LLC: SYY position timeline

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

Simplicity Wealth,LLC held 12,930 SYY 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 12,930 shares
    Change vs previous 13F +920 shares

    0.04% of the 13F portfolio, value $1,080,711.

    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 12,010 shares
    Change vs previous 13F +491 shares

    0.05% of the 13F portfolio, value $856,672.

    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 11,519 shares
    Change vs previous 13F -6,766 shares

    0.05% of the 13F portfolio, value $848,869.

    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 18,285 shares
    Change vs previous 13F -9,365 shares

    0.09% of the 13F portfolio, value $1,505,646.

    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 27,650 shares
    Change vs previous 13F +11,443 shares

    0.09% of the 13F portfolio, value $2,094,267.

    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 16,207 shares
    Change vs previous 13F +5,412 shares

    0.09% of the 13F portfolio, value $1,216,216.

    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 10,795 shares
    Change vs previous 13F -7,956 shares

    0.17% of the 13F portfolio, value $825,399.

    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 18,751 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,463,764.

    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).