Skip to content
Disclosery

Simplicity Wealth,LLC: VB position timeline

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

Simplicity Wealth,LLC held 5,315 VB 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 5,315 shares
    Change vs previous 13F -595 shares

    0.05% of the 13F portfolio, value $1,611,002.

    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 5,910 shares
    Change vs previous 13F -2,899 shares

    0.09% of the 13F portfolio, value $1,547,931.

    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 8,809 shares
    Change vs previous 13F +2,141 shares

    0.14% of the 13F portfolio, value $2,272,235.

    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 6,668 shares
    Change vs previous 13F +3,706 shares

    0.1% of the 13F portfolio, value $1,695,539.

    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 2,962 shares
    Change vs previous 13F -3,066 shares

    0.03% of the 13F portfolio, value $701,935.

    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 6,028 shares
    Change vs previous 13F +3,835 shares

    0.1% of the 13F portfolio, value $1,336,709.

    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 2,193 shares
    Change vs previous 13F +1,273 shares

    0.11% of the 13F portfolio, value $526,934.

    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 920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $218,233.

    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).