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Disclosery

Simplicity Wealth,LLC: VO position timeline

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

Simplicity Wealth,LLC held 21,778 VO 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 21,778 shares
    Change vs previous 13F +11,592 shares

    0.06% of the 13F portfolio, value $1,754,721.

    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 10,186 shares
    Change vs previous 13F -3,874 shares

    0.17% of the 13F portfolio, value $2,925,410.

    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 14,060 shares
    Change vs previous 13F +1,158 shares

    0.24% of the 13F portfolio, value $4,080,610.

    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 12,902 shares
    Change vs previous 13F -9,385 shares

    0.22% of the 13F portfolio, value $3,789,950.

    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 22,287 shares
    Change vs previous 13F +11,252 shares

    0.26% of the 13F portfolio, value $6,236,907.

    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 11,035 shares
    Change vs previous 13F +3,105 shares

    0.22% of the 13F portfolio, value $2,853,975.

    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 7,930 shares
    Change vs previous 13F +1,631 shares

    0.44% of the 13F portfolio, value $2,094,656.

    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 6,299 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,661,970.

    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).