Simplicity Wealth,LLC
Holdings in ARR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,577,187 | 89,157 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $1,037,329 | 69,433 | Shares | Sole | 2025-10-30 |
| 2025-03-31 | $2,002,136 | 117,084 | Shares | Sole | 2025-04-15 |