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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

TER holding history

Teradyne, 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.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
967
Value
$467.9K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2024
Holdings of TER by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026967$467.9K<0.1%+271+38.9%AddedHolders
Q1 2026696$206.3K<0.1%+696NewHolders
Q3 20240$00.0%−8,448−100.0%Sold outHolders
Q2 20248,448$1.25M<0.1%−79−0.9%ReducedHolders
Q1 20248,527$962.1K<0.1%+8,527NewHolders