Skip to content
Disclosery

Simplicity Wealth,LLC: VGT position timeline

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

Simplicity Wealth,LLC held 28,626 VGT 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 28,626 shares
    Change vs previous 13F +27,312 shares

    0.12% of the 13F portfolio, value $3,421,389.

    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 1,314 shares
    Change vs previous 13F -658 shares

    0.05% of the 13F portfolio, value $916,804.

    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 1,972 shares
    Change vs previous 13F -1,313 shares

    0.09% of the 13F portfolio, value $1,486,454.

    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 3,285 shares
    Change vs previous 13F +1,150 shares

    0.14% of the 13F portfolio, value $2,452,680.

    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 2,135 shares
    Change vs previous 13F +1,226 shares

    0.06% of the 13F portfolio, value $1,416,102.

    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 909 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $493,023.

    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 909 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $565,216.

    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 909 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $533,147.

    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).