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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

WALD holding history

Waldencast plc 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.

WALD overviewAll 13F holders of WALDFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of WALD by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−16,975−100.0%Sold outHolders
Q1 202616,975$16.1K<0.1%−10,716−38.7%ReducedHolders
Q4 202527,691$52.1K<0.1%−8,404−23.3%ReducedHolders
Q3 202536,095$71.5K<0.1%−81,049−69.2%ReducedHolders
Q2 2025117,144$287.0K<0.1%−2,704−2.3%ReducedHolders
Q1 2025119,848$359.5K<0.1%+119,848NewHolders
Q4 20240$00.0%−77,080−100.0%Sold outHolders
Q3 202477,080$280.6K<0.1%+62,148+416.2%AddedHolders
Q2 202414,932$53.6K<0.1%−6,921−31.7%ReducedHolders
Q1 202421,853$142.0K<0.1%+21,853NewHolders