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Disclosery

Simplicity Wealth,LLC: VYM position timeline

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

Simplicity Wealth,LLC held 86,122 VYM 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 86,122 shares
    Change vs previous 13F +22,489 shares

    0.46% of the 13F portfolio, value $13,609,805.

    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 63,633 shares
    Change vs previous 13F +2,633 shares

    0.53% of the 13F portfolio, value $9,424,015.

    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 61,000 shares
    Change vs previous 13F +8,691 shares

    0.52% of the 13F portfolio, value $8,754,724.

    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 52,309 shares
    Change vs previous 13F -21,681 shares

    0.43% of the 13F portfolio, value $7,372,918.

    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 73,990 shares
    Change vs previous 13F +33,188 shares

    0.41% of the 13F portfolio, value $9,863,720.

    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 40,802 shares
    Change vs previous 13F +39,048 shares

    0.41% of the 13F portfolio, value $5,261,828.

    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 1,754 shares
    Change vs previous 13F -22,664 shares

    0.05% of the 13F portfolio, value $223,793.

    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 24,418 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,130,446.

    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).