Simplicity Wealth,LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1913243
SUMMIT, NJ
Position in EXPD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$622,909
+$68,180 QoQ
Shares Held
3,822
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#507
of 949 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,580,169 across 3 Integrated Freight & Logistics names. EXPD ranks #3 (24.1% of the industry book) .
All Filings in EXPD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,909 | 3,822 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $554,729 | 3,873 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $552,827 | 3,710 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $504,825 | 4,118 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $921,312 | 8,064 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $757,214 | 6,297 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $284,125 | 2,565 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $916,120 | 6,972 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $531,231 | 4,257 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $527,249 | 4,337 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||