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Disclosery

Simplicity Wealth,LLC: VGSH position timeline

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

Simplicity Wealth,LLC held 105,195 VGSH 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 105,195 shares
    Change vs previous 13F +42,170 shares

    0.21% of the 13F portfolio, value $6,122,346.

    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 63,025 shares
    Change vs previous 13F -27,398 shares

    0.21% of the 13F portfolio, value $3,689,514.

    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 90,423 shares
    Change vs previous 13F +6,338 shares

    0.32% of the 13F portfolio, value $5,310,558.

    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 84,085 shares
    Change vs previous 13F -55,429 shares

    0.29% of the 13F portfolio, value $4,948,419.

    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 139,514 shares
    Change vs previous 13F +72,045 shares

    0.34% of the 13F portfolio, value $8,200,602.

    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 67,469 shares
    Change vs previous 13F +49,440 shares

    0.31% of the 13F portfolio, value $3,959,727.

    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 18,029 shares
    Change vs previous 13F -67,799 shares

    0.22% of the 13F portfolio, value $1,048,943.

    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 85,828 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,065,593.

    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).