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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

ALLE holding history

Allegion plc 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.

ALLE overviewAll 13F holders of ALLEFull Q2 2026 holdings

Shares (Q2 2026)
2,339
Value
$328.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of ALLE by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,339$328.7K<0.1%+946+67.9%AddedHolders
Q1 20261,393$202.4K<0.1%+1,393NewHolders