Skip to content
Disclosery

Simplicity Wealth,LLC: USIG position timeline

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

Simplicity Wealth,LLC held 169,089 USIG 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 169,089 shares
    Change vs previous 13F +9,212 shares

    0.29% of the 13F portfolio, value $8,672,595.

    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 159,877 shares
    Change vs previous 13F +9,535 shares

    0.46% of the 13F portfolio, value $8,190,531.

    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 150,342 shares
    Change vs previous 13F +24,374 shares

    0.46% of the 13F portfolio, value $7,783,221.

    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 125,968 shares
    Change vs previous 13F -53,848 shares

    0.38% of the 13F portfolio, value $6,578,042.

    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 179,816 shares
    Change vs previous 13F +73,659 shares

    0.39% of the 13F portfolio, value $9,249,733.

    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 106,157 shares
    Change vs previous 13F +100,280 shares

    0.42% of the 13F portfolio, value $5,422,515.

    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 5,877 shares
    Change vs previous 13F -92,101 shares

    0.06% of the 13F portfolio, value $295,481.

    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 97,978 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,151,673.

    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).