Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

JKHY holding history

Jack Henry & Associates 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.

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

Shares (Q2 2026): 1,888
Value: $260.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of JKHY by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,888	$260.0K	<0.1%	+1,888	New	Holders
Q3 2024	0	$0	0.0%	−5,602−100.0%	Sold out	Holders
Q2 2024	5,602	$930.0K	<0.1%	−62−1.1%	Reduced	Holders
Q1 2024	5,664	$984.0K	<0.1%	+5,664	New	Holders