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Disclosery

Simplicity Wealth,LLC: WMT position timeline

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

Simplicity Wealth,LLC held 184,119 WMT 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 184,119 shares
    Change vs previous 13F +134,621 shares

    0.7% of the 13F portfolio, value $20,853,274.

    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 49,498 shares
    Change vs previous 13F -6,625 shares

    0.35% of the 13F portfolio, value $6,151,686.

    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 56,123 shares
    Change vs previous 13F -2,120 shares

    0.37% of the 13F portfolio, value $6,252,622.

    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 58,243 shares
    Change vs previous 13F -45,567 shares

    0.35% of the 13F portfolio, value $6,002,485.

    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 103,810 shares
    Change vs previous 13F +47,035 shares

    0.42% of the 13F portfolio, value $10,150,668.

    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 56,775 shares
    Change vs previous 13F +44,106 shares

    0.39% of the 13F portfolio, value $4,984,228.

    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 12,669 shares
    Change vs previous 13F -39,357 shares

    0.24% of the 13F portfolio, value $1,144,677.

    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 52,026 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,201,115.

    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).