Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

KEY holding history

Keycorp 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.

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

Shares (Q2 2026): 11,053
Value: $254.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of KEY by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,053	$254.8K	<0.1%	+11,053	New	Holders
Q3 2024	0	$0	0.0%	−12,074−100.0%	Sold out	Holders
Q2 2024	12,074	$171.6K	<0.1%	−504−4.0%	Reduced	Holders
Q1 2024	12,578	$198.9K	<0.1%	+12,578	New	Holders