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 KRANESHARES TRUST (KWEB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,319 | -1,077 | -14.6% | 0.02% | $265K | $39.60 |
| 2025 Q1 | REDUCED | 7,396 | -351,903 | -97.9% | 0.02% | $258K | $32.91 |
| 2024 Q2 | REDUCED | 359,299 | -5,397 | -1.5% | 0.22% | $9.7M | $24.62 |
| 2024 Q1 | INITIATED | 364,696 | — | — | 0.23% | $9.6M | — |
As of 2025 Q4 — sorted by position size