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Disclosery

Simplicity Wealth,LLC: XLC position timeline

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

Simplicity Wealth,LLC held 38,168 XLC 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 38,168 shares
    Change vs previous 13F +10,621 shares

    0.14% of the 13F portfolio, value $4,088,981.

    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 27,547 shares
    Change vs previous 13F -6,901 shares

    0.17% of the 13F portfolio, value $3,053,847.

    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 34,448 shares
    Change vs previous 13F +1,716 shares

    0.24% of the 13F portfolio, value $4,055,162.

    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 32,732 shares
    Change vs previous 13F -15,757 shares

    0.22% of the 13F portfolio, value $3,874,449.

    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 48,489 shares
    Change vs previous 13F +21,859 shares

    0.22% of the 13F portfolio, value $5,262,481.

    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 26,630 shares
    Change vs previous 13F +16,485 shares

    0.2% of the 13F portfolio, value $2,568,424.

    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 10,145 shares
    Change vs previous 13F -9,407 shares

    0.2% of the 13F portfolio, value $982,137.

    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 19,552 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,767,520.

    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).