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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

OKE holding history

ONEOK 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.

OKE overviewAll 13F holders of OKEFull Q2 2026 holdings

Shares (Q2 2026)
4,594
Value
$399.4K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2024
Holdings of OKE by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,594$399.4K<0.1%+1,367+42.4%AddedHolders
Q1 20263,227$291.7K<0.1%+3,227NewHolders
Q3 20240$00.0%−11,823−100.0%Sold outHolders
Q2 202411,823$964.2K<0.1%+442+3.9%AddedHolders
Q1 202411,381$912.4K<0.1%+11,381NewHolders