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Simplicity Wealth,LLC: VNQ position timeline

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

Simplicity Wealth,LLC held 18,944 VNQ 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 18,944 shares
    Change vs previous 13F +13,969 shares

    0.06% of the 13F portfolio, value $1,826,808.

    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 4,975 shares
    Change vs previous 13F +924 shares

    0.03% of the 13F portfolio, value $441,307.

    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 4,051 shares
    Change vs previous 13F -1,412 shares

    0.02% of the 13F portfolio, value $358,483.

    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 5,463 shares
    Change vs previous 13F -49,831 shares

    0.03% of the 13F portfolio, value $499,427.

    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 55,294 shares
    Change vs previous 13F +36,653 shares

    0.2% of the 13F portfolio, value $4,924,480.

    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 18,641 shares
    Change vs previous 13F +13,156 shares

    0.13% of the 13F portfolio, value $1,687,753.

    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 5,485 shares
    Change vs previous 13F -8,559 shares

    0.1% of the 13F portfolio, value $488,604.

    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 14,044 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,368,169.

    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).