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Disclosery

Simplicity Wealth,LLC: VAW position timeline

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

Simplicity Wealth,LLC held 2,285 VAW 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 2,285 shares
    Change vs previous 13F +108 shares

    0.02% of the 13F portfolio, value $522,785.

    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 2,177 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $490,565.

    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 2,158 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $447,893.

    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 2,234 shares
    Change vs previous 13F +2,234 shares

    0.03% of the 13F portfolio, value $457,657.

    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 0 shares
    Change vs previous 13F -2,179 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,179 shares
    Change vs previous 13F +2,179 shares

    0.03% of the 13F portfolio, value $411,417.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.