shares owned by Simplicity Wealth
Historical chart of Simplicity Wealth investment in
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All positions including held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $214k | 29k | 7.47 |
| 2024-06-30 | $35k | 11k | 3.15 |
| 2024-03-31 | $53k | 11k | 4.81 |