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Disclosery

Simplicity Wealth,LLC: T position timeline

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

Simplicity Wealth,LLC held 98,102 T 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 98,102 shares
    Change vs previous 13F +33,556 shares

    0.07% of the 13F portfolio, value $2,030,702.

    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 64,546 shares
    Change vs previous 13F +973 shares

    0.11% of the 13F portfolio, value $1,871,176.

    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 63,573 shares
    Change vs previous 13F -12,288 shares

    0.09% of the 13F portfolio, value $1,579,148.

    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 75,861 shares
    Change vs previous 13F -38,230 shares

    0.12% of the 13F portfolio, value $2,142,310.

    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 114,091 shares
    Change vs previous 13F +73,417 shares

    0.14% of the 13F portfolio, value $3,301,810.

    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 40,674 shares
    Change vs previous 13F +25,129 shares

    0.09% of the 13F portfolio, value $1,150,254.

    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 15,545 shares
    Change vs previous 13F -13,516 shares

    0.07% of the 13F portfolio, value $353,953.

    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 29,061 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $639,352.

    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).