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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

F holding history

Ford Motor 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.

F overviewAll 13F holders of FFull Q2 2026 holdings

Shares (Q2 2026)
41,805
Value
$581.1K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of F by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,805$581.1K<0.1%+5,900+16.4%AddedHolders
Q1 202635,905$414.3K<0.1%−1,753−4.7%ReducedHolders
Q4 202537,658$494.1K<0.1%+605+1.6%AddedHolders
Q3 202537,053$443.2K<0.1%+16,724+82.3%AddedHolders
Q2 202520,329$220.6K<0.1%−10,293−33.6%ReducedHolders
Q1 202530,622$307.1K<0.1%+11,409+59.4%AddedHolders
Q4 202419,213$190.2K<0.1%−12,555−39.5%ReducedHolders
Q3 202431,768$335.5K<0.1%−63,256−66.6%ReducedHolders
Q2 202495,024$1.19M<0.1%+11,118+13.3%AddedHolders
Q1 202483,906$1.11M<0.1%+83,906NewHolders