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Disclosery

Simplicity Wealth,LLC: USMV position timeline

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

Simplicity Wealth,LLC held 17,697 USMV 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 17,697 shares
    Change vs previous 13F +11,809 shares

    0.06% of the 13F portfolio, value $1,707,008.

    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 5,888 shares
    Change vs previous 13F -783 shares

    0.03% of the 13F portfolio, value $546,088.

    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 6,671 shares
    Change vs previous 13F -764 shares

    0.04% of the 13F portfolio, value $628,116.

    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 7,435 shares
    Change vs previous 13F -22,420 shares

    0.04% of the 13F portfolio, value $707,366.

    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 29,855 shares
    Change vs previous 13F +11,790 shares

    0.12% of the 13F portfolio, value $2,802,413.

    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 18,065 shares
    Change vs previous 13F +9,686 shares

    0.13% of the 13F portfolio, value $1,691,990.

    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 8,379 shares
    Change vs previous 13F -8,706 shares

    0.16% of the 13F portfolio, value $743,971.

    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 17,085 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,560,039.

    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).