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Disclosery

Simplicity Solutions, LLC: AES position timeline

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

Simplicity Solutions, LLC held 184,346 AES 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 184,346 shares
    Change vs previous 13F +16,330 shares

    0.1% of the 13F portfolio, value $3,548,659.

    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 168,016 shares
    Change vs previous 13F +793 shares

    0.08% of the 13F portfolio, value $2,553,848.

    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 167,223 shares
    Change vs previous 13F +5,041 shares

    0.09% of the 13F portfolio, value $3,466,537.

    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 162,182 shares
    Change vs previous 13F +148,314 shares

    0.1% of the 13F portfolio, value $3,905,352.

    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 13,868 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $398,845.

    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).