Simplicity Wealth,LLC
Holdings in WALD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $52,059 | 27,691 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $71,468 | 36,095 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $287,002 | 117,144 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $359,544 | 119,848 | Shares | Sole | 2025-04-15 |
| 2024-09-30 | $280,571 | 77,080 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $53,605 | 14,932 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $142,044 | 21,853 | Shares | Sole | 2024-04-24 |