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Disclosery

Simplicity Wealth,LLC: XLF position timeline

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

Simplicity Wealth,LLC held 157,489 XLF 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 157,489 shares
    Change vs previous 13F +87,983 shares

    0.28% of the 13F portfolio, value $8,442,964.

    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 69,506 shares
    Change vs previous 13F +4,828 shares

    0.19% of the 13F portfolio, value $3,431,493.

    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 64,678 shares
    Change vs previous 13F +13,445 shares

    0.21% of the 13F portfolio, value $3,542,422.

    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 51,233 shares
    Change vs previous 13F -36,529 shares

    0.16% of the 13F portfolio, value $2,759,903.

    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 87,762 shares
    Change vs previous 13F +15,458 shares

    0.19% of the 13F portfolio, value $4,596,155.

    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 72,304 shares
    Change vs previous 13F +67,879 shares

    0.28% of the 13F portfolio, value $3,601,464.

    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 4,425 shares
    Change vs previous 13F -24,336 shares

    0.04% of the 13F portfolio, value $213,860.

    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 28,761 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,303,468.

    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).