Ownership history in Simplicity Wealth,LLC · 1 quarter on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in MANAGER DIRECTED PORTFOLIOS (SWP). 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 | INITIATED | 7,525 | — | — | 0.01% | $208K | $26.91 |
As of 2025 Q4 — sorted by position size