Skip to main content

Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

SR holding history

Spire 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.

SR overviewAll 13F holders of SRFull Q2 2026 holdings

Shares (Q2 2026)
26,635
Value
$2.08M
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of SR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,635$2.08M0.1%+26,635NewHolders