KMB KIMBERLY-CLARK CORP

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in KIMBERLY-CLARK CORP (KMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q1)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,672 -2,050 -55.1% 0.01% $208K $121.35
2025 Q2 REDUCED 3,722 -6,466 -63.5% 0.02% $480K $124.59
2024 Q2 REDUCED 10,188 -284 -2.7% 0.03% $1.4M $128.92
2024 Q1 INITIATED 10,472 0.03% $1.4M
% of Fund (quarterly)    KMB price (monthly, adj. close)
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