Skip to content
Disclosery

Simplicity Wealth,LLC: VMBS position timeline

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

Simplicity Wealth,LLC held 108,169 VMBS 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 108,169 shares
    Change vs previous 13F -3,065 shares

    0.17% of the 13F portfolio, value $5,063,405.

    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 111,234 shares
    Change vs previous 13F +4,454 shares

    0.3% of the 13F portfolio, value $5,222,446.

    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 106,780 shares
    Change vs previous 13F +3,686 shares

    0.3% of the 13F portfolio, value $5,027,186.

    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 103,094 shares
    Change vs previous 13F -86,249 shares

    0.28% of the 13F portfolio, value $4,841,265.

    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 189,343 shares
    Change vs previous 13F +68,222 shares

    0.37% of the 13F portfolio, value $8,774,155.

    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 121,121 shares
    Change vs previous 13F +114,382 shares

    0.44% of the 13F portfolio, value $5,609,137.

    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 6,739 shares
    Change vs previous 13F -109,767 shares

    0.06% of the 13F portfolio, value $305,541.

    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 116,506 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,500,252.

    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).