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Disclosery

Simplicity Solutions, LLC: AGG position timeline

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

Simplicity Solutions, LLC held 36,925 AGG 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 36,925 shares
    Change vs previous 13F +33,855 shares

    0.1% of the 13F portfolio, value $3,664,845.

    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 3,070 shares
    Change vs previous 13F -18,478 shares

    0.01% of the 13F portfolio, value $288,749.

    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 21,548 shares
    Change vs previous 13F -28,009 shares

    0.06% of the 13F portfolio, value $2,110,617.

    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 49,557 shares
    Change vs previous 13F +26,468 shares

    0.13% of the 13F portfolio, value $4,937,826.

    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 23,089 shares
    Change vs previous 13F -19,168 shares

    0.3% of the 13F portfolio, value $2,239,373.

    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 42,257 shares
    Change vs previous 13F -35,488 shares

    0.59% of the 13F portfolio, value $4,071,000.

    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 77,745 shares
    Change vs previous 13F +47,396 shares

    1.03% of the 13F portfolio, value $7,906,000.

    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 30,349 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,250,000.

    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).