Skip to content
Disclosery

Simplicity Wealth,LLC: VMI position timeline

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

Simplicity Wealth,LLC held 772 VMI 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 772 shares
    Change vs previous 13F +168 shares

    0.02% of the 13F portfolio, value $446,000.

    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 604 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $241,388.

    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 610 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,450.

    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).