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Disclosery

Simplicity Wealth,LLC: VIG position timeline

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

Simplicity Wealth,LLC held 11,261 VIG 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 11,261 shares
    Change vs previous 13F +1,415 shares

    0.09% of the 13F portfolio, value $2,664,585.

    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 9,846 shares
    Change vs previous 13F -923 shares

    0.12% of the 13F portfolio, value $2,117,483.

    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 10,769 shares
    Change vs previous 13F -2,151 shares

    0.14% of the 13F portfolio, value $2,366,858.

    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 12,920 shares
    Change vs previous 13F -1,765 shares

    0.16% of the 13F portfolio, value $2,788,045.

    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 14,685 shares
    Change vs previous 13F +9,843 shares

    0.13% of the 13F portfolio, value $3,005,579.

    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 4,842 shares
    Change vs previous 13F +1,633 shares

    0.07% of the 13F portfolio, value $939,310.

    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 3,209 shares
    Change vs previous 13F -2,678 shares

    0.13% of the 13F portfolio, value $628,418.

    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 5,887 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,166,008.

    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).