Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

COHR holding history

Coherent 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.

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

Shares (Q2 2026): 1,017
Value: $401.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of COHR by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,017	$401.2K	<0.1%	+1,017	New	Holders
Q1 2026	0	$0	0.0%	−1,426−100.0%	Sold out	Holders
Q4 2025	1,426	$263.2K	<0.1%	+1,426	New	Holders