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Disclosery

Simplicity Solutions, LLC: AXP position timeline

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

Simplicity Solutions, LLC held 13,669 AXP 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 13,669 shares
    Change vs previous 13F +1,102 shares

    0.07% of the 13F portfolio, value $2,560,874.

    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 12,567 shares
    Change vs previous 13F -2,626 shares

    0.06% of the 13F portfolio, value $1,874,913.

    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 15,193 shares
    Change vs previous 13F -3,959 shares

    0.07% of the 13F portfolio, value $2,646,636.

    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 19,152 shares
    Change vs previous 13F +13,954 shares

    0.08% of the 13F portfolio, value $3,159,079.

    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 5,198 shares
    Change vs previous 13F +147 shares

    0.1% of the 13F portfolio, value $767,962.

    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 5,051 shares
    Change vs previous 13F +389 shares

    0.1% of the 13F portfolio, value $681,000.

    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 4,662 shares
    Change vs previous 13F +402 shares

    0.08% of the 13F portfolio, value $646,000.

    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 4,260 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $797,000.

    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).