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Disclosery

Simplicity Wealth,LLC: VTV position timeline

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

Simplicity Wealth,LLC held 20,184 VTV 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 20,184 shares
    Change vs previous 13F +3,229 shares

    0.15% of the 13F portfolio, value $4,398,620.

    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 16,955 shares
    Change vs previous 13F +642 shares

    0.19% of the 13F portfolio, value $3,326,522.

    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 16,313 shares
    Change vs previous 13F +3,150 shares

    0.19% of the 13F portfolio, value $3,115,560.

    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 13,163 shares
    Change vs previous 13F +5,587 shares

    0.14% of the 13F portfolio, value $2,454,709.

    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 7,576 shares
    Change vs previous 13F -9,211 shares

    0.06% of the 13F portfolio, value $1,338,982.

    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 16,787 shares
    Change vs previous 13F +12,533 shares

    0.23% of the 13F portfolio, value $2,899,905.

    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 4,254 shares
    Change vs previous 13F -1,271 shares

    0.15% of the 13F portfolio, value $720,202.

    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 5,525 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $964,499.

    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).