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Disclosery

Simplicity Wealth,LLC: VOO position timeline

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

Simplicity Wealth,LLC held 102,799 VOO 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 102,799 shares
    Change vs previous 13F +6,008 shares

    2.38% of the 13F portfolio, value $70,603,714.

    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 96,791 shares
    Change vs previous 13F +1,742 shares

    3.28% of the 13F portfolio, value $57,837,547.

    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 95,049 shares
    Change vs previous 13F -6,793 shares

    3.55% of the 13F portfolio, value $59,608,124.

    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 101,842 shares
    Change vs previous 13F -19,079 shares

    3.61% of the 13F portfolio, value $62,366,248.

    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 120,921 shares
    Change vs previous 13F +27,385 shares

    2.86% of the 13F portfolio, value $68,687,129.

    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 93,536 shares
    Change vs previous 13F +13,160 shares

    3.74% of the 13F portfolio, value $48,068,892.

    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 80,376 shares
    Change vs previous 13F -895 shares

    9.03% of the 13F portfolio, value $43,307,463.

    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 81,271 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $42,884,255.

    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).