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Disclosery

Simplicity Solutions, LLC: AEP position timeline

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

Simplicity Solutions, LLC held 17,127 AEP 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 17,127 shares
    Change vs previous 13F -1,285 shares

    0.04% of the 13F portfolio, value $1,391,063.

    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 18,412 shares
    Change vs previous 13F -3,283 shares

    0.04% of the 13F portfolio, value $1,384,948.

    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 21,695 shares
    Change vs previous 13F +2,446 shares

    0.05% of the 13F portfolio, value $1,826,695.

    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 19,249 shares
    Change vs previous 13F +8,230 shares

    0.05% of the 13F portfolio, value $1,751,432.

    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 11,019 shares
    Change vs previous 13F +1,195 shares

    0.14% of the 13F portfolio, value $1,046,229.

    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 9,824 shares
    Change vs previous 13F -1,744 shares

    0.12% of the 13F portfolio, value $849,000.

    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 11,568 shares
    Change vs previous 13F +1,595 shares

    0.14% of the 13F portfolio, value $1,110,000.

    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 9,973 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $995,000.

    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).