Simplicity Solutions, LLC: BRK-B position timeline

Simplicity Solutions, LLC held 70,329 BRK-B 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 70,329 shares

   Change vs previous 13F +124 shares

   0.69% of the 13F portfolio, value $25,083,363.

   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 70,205 shares

   Change vs previous 13F -4,688 shares

   0.79% of the 13F portfolio, value $24,592,636.

   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 74,893 shares

   Change vs previous 13F -9,317 shares

   0.7% of the 13F portfolio, value $25,538,343.

   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 84,210 shares

   Change vs previous 13F +68,515 shares

   0.68% of the 13F portfolio, value $26,001,248.

   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 15,695 shares

   Change vs previous 13F +1,332 shares

   0.66% of the 13F portfolio, value $4,848,185.

   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 14,363 shares

   Change vs previous 13F -60 shares

   0.56% of the 13F portfolio, value $3,835,000.

   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 14,423 shares

   Change vs previous 13F +2,010 shares

   0.51% of the 13F portfolio, value $3,938,000.

   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 12,413 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $4,381,000.

   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).