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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

KFY holding history

Korn Ferry 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.

KFY overviewAll 13F holders of KFYFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of KFY by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,146−100.0%Sold outHolders
Q3 20246,146$462.4K<0.1%+283+4.8%AddedHolders
Q2 20245,863$393.6K<0.1%+5,863NewHolders