Position in BDC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$277,888
+$60,872 QoQ
Shares Held
2,420
+30.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,577,145 across 8 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
95,826 | $11,255,721 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
2,337 | $970,532 | |
| 3 | EXTR |
Extreme Networks Inc
|
22,495 | $728,163 | |
| 4 | CIEN |
Ciena Corp
|
1,169 | $573,464 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
6,946 | $313,334 | |
| 6 | ZBRA |
Zebra Technologies Corp
|
1,013 | $266,682 | |
| 7 | LITE |
Lumentum Holdings Inc.
|
282 | $241,972 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
1,534 | $227,277 |
All Filings in BDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,888 | 2,420 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $217,016 | 1,862 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||