Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CIM holding history

Chimera Investment Corp 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.

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

Shares (Q2 2026): 70,482
Value: $940.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2024

Holdings of CIM by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70,482	$940.2K	<0.1%	+70,482	New	Holders
Q2 2024	0	$0	0.0%	−5,228−100.0%	Sold outConverted for a 1-for-3 split	Holders
Q1 2024	15,685	$72.3K	<0.1%	+15,685	New	Holders