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Disclosery

Simplicity Wealth,LLC: WFC position timeline

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

Simplicity Wealth,LLC held 64,138 WFC 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 64,138 shares
    Change vs previous 13F +11,079 shares

    0.18% of the 13F portfolio, value $5,300,368.

    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 53,059 shares
    Change vs previous 13F -388 shares

    0.24% of the 13F portfolio, value $4,224,090.

    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 53,447 shares
    Change vs previous 13F -15,936 shares

    0.3% of the 13F portfolio, value $4,981,283.

    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 69,383 shares
    Change vs previous 13F -32,813 shares

    0.34% of the 13F portfolio, value $5,815,658.

    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 102,196 shares
    Change vs previous 13F +51,103 shares

    0.34% of the 13F portfolio, value $8,188,017.

    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 51,093 shares
    Change vs previous 13F +31,716 shares

    0.29% of the 13F portfolio, value $3,667,908.

    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 19,377 shares
    Change vs previous 13F -20,870 shares

    0.28% of the 13F portfolio, value $1,361,070.

    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 40,247 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,273,594.

    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).