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Disclosery

Simplicity Wealth,LLC: VWO position timeline

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

Simplicity Wealth,LLC held 23,070 VWO 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 23,070 shares
    Change vs previous 13F +740 shares

    0.05% of the 13F portfolio, value $1,377,054.

    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 22,330 shares
    Change vs previous 13F -2,556 shares

    0.07% of the 13F portfolio, value $1,206,924.

    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 24,886 shares
    Change vs previous 13F -302 shares

    0.08% of the 13F portfolio, value $1,337,852.

    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 25,188 shares
    Change vs previous 13F -1,820 shares

    0.08% of the 13F portfolio, value $1,364,699.

    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 27,008 shares
    Change vs previous 13F +2,820 shares

    0.06% of the 13F portfolio, value $1,335,786.

    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 24,188 shares
    Change vs previous 13F -9,136 shares

    0.09% of the 13F portfolio, value $1,094,768.

    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 33,324 shares
    Change vs previous 13F +25,345 shares

    0.31% of the 13F portfolio, value $1,467,569.

    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 7,979 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $381,792.

    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).