Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- Latest filing
- Aug 6, 2026
BEN holding history
Franklin Templeton Inc 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.
BEN overviewAll 13F holders of BENFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,954
- Value
- $364.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,954 | $364.4K | <0.1% | +666+6.5% | Added | Holders |
| Q1 2026 | 10,288 | $243.0K | <0.1% | +1,009+10.9% | Added | Holders |
| Q4 2025 | 9,279 | $221.7K | <0.1% | −169−1.8% | Reduced | Holders |
| Q3 2025 | 9,448 | $218.5K | <0.1% | −8,810−48.3% | Reduced | Holders |
| Q2 2025 | 18,258 | $435.5K | <0.1% | +18,258 | New | Holders |