Simplicity Wealth,LLC
Holdings in TDUP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $400,978 | 62,751 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $592,996 | 62,751 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $940,639 | 125,586 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $156,302 | 64,856 | Shares | Sole | 2025-04-15 |
| 2024-09-30 | $97,453 | 115,740 | Shares | Sole | 2024-10-10 |