Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG 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.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q2 2026): 6,164
Value: $305.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of UBS by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,164	$305.5K	<0.1%	+6,164	New	Holders
Q3 2024	0	$0	0.0%	−10,527−100.0%	Sold out	Holders
Q2 2024	10,527	$311.0K	<0.1%	−1,207−10.3%	Reduced	Holders
Q1 2024	11,734	$360.5K	<0.1%	+11,734	New	Holders