Position in SAIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$273,754
-$46,391 QoQ
Shares Held
650
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 510 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,760,074 across 3 Trucking names. SAIA ranks #3 (15.6% of the industry book) .
All Filings in SAIA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,754 | 650 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $320,145 | 675 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $413,595 | 707 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||