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Disclosery

Simplicity Wealth,LLC: XLI position timeline

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

Simplicity Wealth,LLC held 18,193 XLI 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 18,193 shares
    Change vs previous 13F +11,863 shares

    0.11% of the 13F portfolio, value $3,369,975.

    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 6,330 shares
    Change vs previous 13F +2,625 shares

    0.06% of the 13F portfolio, value $1,023,776.

    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 3,705 shares
    Change vs previous 13F -1,996 shares

    0.03% of the 13F portfolio, value $574,720.

    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 5,701 shares
    Change vs previous 13F +801 shares

    0.05% of the 13F portfolio, value $879,265.

    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 4,900 shares
    Change vs previous 13F +570 shares

    0.03% of the 13F portfolio, value $722,848.

    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 4,330 shares
    Change vs previous 13F +807 shares

    0.04% of the 13F portfolio, value $567,607.

    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 3,523 shares
    Change vs previous 13F -1,530 shares

    0.1% of the 13F portfolio, value $464,184.

    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 5,053 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $684,423.

    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).