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Disclosery

Simplicity Solutions, LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Solutions, LLC on A, newest first. How the timeline and the estimate are built.

Simplicity Solutions, LLC held 6,364 A shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 6,364 shares
    Change vs previous 13F +2,587 shares

    0.02% of the 13F portfolio, value $884,785.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 3,777 shares
    Change vs previous 13F -688 shares

    0.01% of the 13F portfolio, value $422,341.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 4,465 shares
    Change vs previous 13F -53,916 shares

    0.01% of the 13F portfolio, value $536,857.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 58,381 shares
    Change vs previous 13F +54,663 shares

    0.21% of the 13F portfolio, value $8,076,421.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 3,718 shares
    Change vs previous 13F +592 shares

    0.08% of the 13F portfolio, value $556,462.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 3,126 shares
    Change vs previous 13F +1,042 shares

    0.06% of the 13F portfolio, value $380,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 2,084 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $248,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 1,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).