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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

PMM holding history

Franklin Managed Municipal Income Trust 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.

PMM overviewAll 13F holders of PMMFull Q2 2026 holdings

Shares (Q2 2026)
12,000
Value
$78.5K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PMM by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,000$78.5K<0.1%00.0%UnchangedHolders
Q1 202612,000$73.8K<0.1%+12,000NewHolders