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Disclosery

Simplicity Wealth,LLC: V position timeline

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

Simplicity Wealth,LLC held 24,936 V 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 24,936 shares
    Change vs previous 13F +5,453 shares

    0.29% of the 13F portfolio, value $8,555,281.

    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 19,483 shares
    Change vs previous 13F -560 shares

    0.33% of the 13F portfolio, value $5,888,433.

    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 20,043 shares
    Change vs previous 13F -1,966 shares

    0.42% of the 13F portfolio, value $7,029,177.

    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 22,009 shares
    Change vs previous 13F -14,719 shares

    0.44% of the 13F portfolio, value $7,513,480.

    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 36,728 shares
    Change vs previous 13F +18,153 shares

    0.54% of the 13F portfolio, value $13,040,230.

    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 18,575 shares
    Change vs previous 13F +10,210 shares

    0.51% of the 13F portfolio, value $6,509,757.

    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 8,365 shares
    Change vs previous 13F -8,217 shares

    0.55% of the 13F portfolio, value $2,643,531.

    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 16,582 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,559,208.

    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).