Position in FDS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$226,858
-$56,073 QoQ
Shares Held
986
+42.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#534
of 762 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names. FDS ranks #5 (9.9% of the industry book) .
All Filings in FDS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,858 | 986 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $282,931 | 693 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $358,513 | 789 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||