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Disclosery

Simplicity Wealth,LLC: WLTG position timeline

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

Simplicity Wealth,LLC held 210,886 WLTG 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 210,886 shares
    Change vs previous 13F +13,305 shares

    0.27% of the 13F portfolio, value $7,898,876.

    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 197,581 shares
    Change vs previous 13F -26,216 shares

    0.38% of the 13F portfolio, value $6,697,163.

    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 223,797 shares
    Change vs previous 13F +18,870 shares

    0.46% of the 13F portfolio, value $7,794,993.

    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 204,927 shares
    Change vs previous 13F -17,520 shares

    0.41% of the 13F portfolio, value $7,148,346.

    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 222,447 shares
    Change vs previous 13F +9,763 shares

    0.3% of the 13F portfolio, value $7,116,391.

    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 212,684 shares
    Change vs previous 13F +75,389 shares

    0.47% of the 13F portfolio, value $6,002,878.

    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 137,295 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,007,380.

    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).