Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- Latest filing
- Aug 6, 2026
MMM holding history
3M Co 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.
MMM overviewAll 13F holders of MMMFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,198
- Value
- $841.7K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,198 | $841.7K | <0.1% | +1,134+27.9% | Added | Holders |
| Q1 2026 | 4,064 | $590.3K | <0.1% | −253−5.9% | Reduced | Holders |
| Q4 2025 | 4,317 | $691.1K | <0.1% | −1,632−27.4% | Reduced | Holders |
| Q3 2025 | 5,949 | $923.2K | 0.1% | −3,307−35.7% | Reduced | Holders |
| Q2 2025 | 9,256 | $1.41M | 0.1% | +4,408+90.9% | Added | Holders |
| Q1 2025 | 4,848 | $711.9K | 0.1% | +3,234+200.4% | Added | Holders |
| Q4 2024 | 1,614 | $208.4K | <0.1% | −3,534−68.6% | Reduced | Holders |
| Q3 2024 | 5,148 | $703.8K | 0.1% | −21,281−80.5% | Reduced | Holders |
| Q2 2024 | 26,429 | $2.70M | 0.1% | +980+3.9% | Added | Holders |
| Q1 2024 | 25,449 | $2.70M | 0.1% | +20,990+470.7% | Added | Holders |
| Q4 2023 | 4,459 | $487.4K | 0.2% | +711+19.0% | Added | Holders |
| Q3 2023 | 3,748 | $350.9K | 0.2% | +142+3.9% | Added | Holders |
| Q2 2023 | 3,606 | $360.9K | 0.2% | −53−1.4% | Reduced | Holders |
| Q1 2023 | 3,659 | $384.6K | 0.3% | −262−6.7% | Reduced | Holders |
| Q4 2022 | 3,921 | $470.2K | 0.4% | +3,921 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,513−100.0% | Sold out | Holders |
| Q1 2022 | 1,513 | $225.0K | 0.2% | +1,513 | New | Holders |