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Disclosery

Simplicity Wealth,LLC: UPS position timeline

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

Simplicity Wealth,LLC held 10,022 UPS 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 10,022 shares
    Change vs previous 13F -451 shares

    0.04% of the 13F portfolio, value $1,077,342.

    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 10,473 shares
    Change vs previous 13F +1,230 shares

    0.06% of the 13F portfolio, value $1,030,307.

    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 9,243 shares
    Change vs previous 13F +5,196 shares

    0.05% of the 13F portfolio, value $916,855.

    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 4,047 shares
    Change vs previous 13F -6,506 shares

    0.02% of the 13F portfolio, value $338,071.

    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 10,553 shares
    Change vs previous 13F -2,111 shares

    0.04% of the 13F portfolio, value $1,065,191.

    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 12,664 shares
    Change vs previous 13F +7,308 shares

    0.11% of the 13F portfolio, value $1,392,953.

    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 5,356 shares
    Change vs previous 13F -7,600 shares

    0.14% of the 13F portfolio, value $675,368.

    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 12,956 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,766,405.

    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).