Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

AIV holding history

Apartment Investment & Management Co in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIV overview All 13F holders of AIV Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of AIV by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−144,892−100.0%	Sold out	Holders
Q2 2024	144,892	$1.20M	<0.1%	+89+0.1%	Added	Holders
Q1 2024	144,803	$1.19M	<0.1%	+144,803	New	Holders