Simplicity Solutions, LLC: AAPL position timeline

Simplicity Solutions, LLC held 640,436 AAPL 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 640,436 shares

   Change vs previous 13F +19,169 shares

   3.37% of the 13F portfolio, value $123,303,189.

   13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

2. period ended2023-09-30

   13F 621,267 shares

   Change vs previous 13F -41,265 shares

   3.41% of the 13F portfolio, value $106,224,720.

   13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

3. period ended2023-06-30

   13F 662,532 shares

   Change vs previous 13F -230,406 shares

   3.51% of the 13F portfolio, value $128,511,364.

   13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

4. period ended2023-03-31

   13F 892,938 shares

   Change vs previous 13F +708,527 shares

   3.86% of the 13F portfolio, value $147,245,315.

   13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

5. period ended2022-12-31

   13F 184,411 shares

   Change vs previous 13F +17,336 shares

   3.26% of the 13F portfolio, value $23,960,530.

   13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
   Filed 2023-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

6. period ended2022-09-30

   13F 167,075 shares

   Change vs previous 13F +6,879 shares

   3.35% of the 13F portfolio, value $23,090,000.

   13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

7. period ended2022-06-30

   13F 160,196 shares

   Change vs previous 13F +21,545 shares

   2.84% of the 13F portfolio, value $21,902,000.

   13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
   Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

8. period ended2022-03-31

   13F 138,651 shares

   Change vs previous 13F not available

   2.97% of the 13F portfolio, value $24,210,000.

   13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
   Filed 2022-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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