Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001062993-26-002226
Filing Date
2026-04-30
Accepted
2026-04-30 12:36:29
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-04-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1942
2 FORM 13F INFORMATION TABLE form13fInfoTable.html INFORMATION TABLE  
2 FORM 13F INFORMATION TABLE form13fInfoTable.xml INFORMATION TABLE 317669
  Complete submission text file 0001062993-26-002226.txt   321029
Mailing Address 475 SPRINGFIELD AVENUE SUMMIT NJ 07901
Business Address 475 SPRINGFIELD AVENUE SUMMIT NJ 07901 844.220.8326
Simplicity Wealth,LLC (Filer) CIK: 0001913243 (see all company filings)

EIN.: 833356969 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22336 | Film No.: 26922262