Skip to content
Disclosery

Simplicity Wealth,LLC: VTI position timeline

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

Simplicity Wealth,LLC held 10,486 VTI 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 10,486 shares
    Change vs previous 13F +2,603 shares

    0.13% of the 13F portfolio, value $3,880,127.

    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 7,883 shares
    Change vs previous 13F -303 shares

    0.14% of the 13F portfolio, value $2,529,114.

    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 8,186 shares
    Change vs previous 13F -2,136 shares

    0.16% of the 13F portfolio, value $2,744,457.

    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 10,322 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $3,387,293.

    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 10,272 shares
    Change vs previous 13F +2,705 shares

    0.13% of the 13F portfolio, value $3,121,903.

    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 7,567 shares
    Change vs previous 13F +3,140 shares

    0.16% of the 13F portfolio, value $2,079,644.

    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 4,427 shares
    Change vs previous 13F -2,203 shares

    0.27% of the 13F portfolio, value $1,282,988.

    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 6,630 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,877,511.

    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).