Position in WALD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$16,126
-$35,933 QoQ
Shares Held
16,975
-38.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Simplicity Wealth,LLC holds $10,979,089 across 6 Household & Personal Products names. WALD ranks #6 (0.1% of the industry book) .
All Filings in WALD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,126 | 16,975 | Shares | Sole | 2026-04-30 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||