Skip to main content

Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

SIVR holding history

abrdn Silver ETF 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.

SIVR overviewAll 13F holders of SIVRFull Q2 2026 holdings

Shares (Q2 2026)
60,819
Value
$3.42M
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of SIVR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,819$3.42M0.1%+1,195+2.0%AddedHolders
Q1 202659,624$4.27M0.2%+3,717+6.6%AddedHolders
Q4 202555,907$3.78M0.2%+640+1.2%AddedHolders
Q3 202555,267$2.46M0.1%+24,963+82.4%AddedHolders
Q2 202530,304$1.04M<0.1%+30,304NewHolders