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Simplicity Wealth,LLC → FBK

Simplicity Wealth,LLC FBK Position History

FB Financial Corporation • Financial Services

Quarters held
5
Latest value
$568K
Q3 2026
Peak value
$893K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$800K
Q4 2025$893K
Q1 2026$841K
Q2 2026$615K
Q3 2026$568K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$568K11.0K——
Q2 2026$615K11.1K——
Q1 2026$841K16.2K——
Q4 2025$893K16.0K——
Q3 2025$800K14.4K——

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