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Disclosery

Simplicity Wealth,LLC: VTIP position timeline

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

Simplicity Wealth,LLC held 12,652 VTIP 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 12,652 shares
    Change vs previous 13F +3,071 shares

    0.02% of the 13F portfolio, value $635,514.

    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 9,581 shares
    Change vs previous 13F +1,879 shares

    0.03% of the 13F portfolio, value $478,563.

    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 7,702 shares
    Change vs previous 13F -2,008 shares

    0.02% of the 13F portfolio, value $380,933.

    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 9,710 shares
    Change vs previous 13F -14,838 shares

    0.03% of the 13F portfolio, value $491,609.

    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 24,548 shares
    Change vs previous 13F +16,882 shares

    0.05% of the 13F portfolio, value $1,234,062.

    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 7,666 shares
    Change vs previous 13F +7,666 shares

    0.03% of the 13F portfolio, value $382,533.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.