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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

HIG holding history

Hartford Insurance Group, 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.

HIG overviewAll 13F holders of HIGFull Q2 2026 holdings

Shares (Q2 2026)
1,910
Value
$253.1K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of HIG by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,910$253.1K<0.1%+1,910NewHolders
Q1 20260$00.0%−1,518−100.0%Sold outHolders
Q4 20251,518$209.2K<0.1%+1,518NewHolders
Q2 20250$00.0%−2,005−100.0%Sold outHolders
Q1 20252,005$248.0K<0.1%−778−28.0%ReducedHolders
Q4 20242,783$304.5K0.1%−591−17.5%ReducedHolders
Q3 20243,374$396.8K<0.1%−4,672−58.1%ReducedHolders
Q2 20248,046$809.0K<0.1%−91−1.1%ReducedHolders
Q1 20248,137$838.5K<0.1%+8,137NewHolders