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Disclosery

Simplicity Wealth,LLC: VSS position timeline

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

Simplicity Wealth,LLC held 21,796 VSS 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 21,796 shares
    Change vs previous 13F +6,073 shares

    0.11% of the 13F portfolio, value $3,362,926.

    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 15,723 shares
    Change vs previous 13F -162 shares

    0.13% of the 13F portfolio, value $2,292,303.

    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 15,885 shares
    Change vs previous 13F -348 shares

    0.14% of the 13F portfolio, value $2,276,778.

    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 16,233 shares
    Change vs previous 13F +5,982 shares

    0.13% of the 13F portfolio, value $2,313,944.

    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 10,251 shares
    Change vs previous 13F -4,119 shares

    0.06% of the 13F portfolio, value $1,377,627.

    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 14,370 shares
    Change vs previous 13F +3,201 shares

    0.13% of the 13F portfolio, value $1,661,169.

    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 11,169 shares
    Change vs previous 13F -929 shares

    0.27% of the 13F portfolio, value $1,278,587.

    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 12,098 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,523,898.

    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).