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Disclosery

Simplicity Wealth,LLC: XLK position timeline

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

Simplicity Wealth,LLC held 83,069 XLK 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 83,069 shares
    Change vs previous 13F +50,624 shares

    0.53% of the 13F portfolio, value $15,826,280.

    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 32,445 shares
    Change vs previous 13F +1,138 shares

    0.24% of the 13F portfolio, value $4,311,907.

    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 31,307 shares
    Change vs previous 13F +15,102 shares

    0.27% of the 13F portfolio, value $4,507,264.

    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 16,205 shares
    Change vs previous 13F -7,992 shares

    0.26% of the 13F portfolio, value $4,567,458.

    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 24,197 shares
    Change vs previous 13F +10,381 shares

    0.26% of the 13F portfolio, value $6,127,168.

    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 13,816 shares
    Change vs previous 13F +8,570 shares

    0.22% of the 13F portfolio, value $2,852,630.

    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 5,246 shares
    Change vs previous 13F -8,615 shares

    0.25% of the 13F portfolio, value $1,219,868.

    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 13,861 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,129,256.

    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).