Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

FDS holding history

Factset Research Systems 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.

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

Shares (Q2 2026): 986
Value: $226.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of FDS by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	986	$226.9K	<0.1%	+986	New	Holders
Q3 2024	0	$0	0.0%	−693−100.0%	Sold out	Holders
Q2 2024	693	$282.9K	<0.1%	−96−12.2%	Reduced	Holders
Q1 2024	789	$358.5K	<0.1%	+789	New	Holders