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Simplicity Solutions, LLC: BX position timeline

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

Simplicity Solutions, LLC held 37,304 BX 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 37,304 shares
    Change vs previous 13F +9,412 shares

    0.13% of the 13F portfolio, value $4,883,840.

    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 27,892 shares
    Change vs previous 13F -11,276 shares

    0.1% of the 13F portfolio, value $2,988,326.

    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 39,168 shares
    Change vs previous 13F -6,368 shares

    0.1% of the 13F portfolio, value $3,641,460.

    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 45,536 shares
    Change vs previous 13F +41,493 shares

    0.1% of the 13F portfolio, value $3,999,921.

    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 4,043 shares
    Change vs previous 13F -5,473 shares

    0.04% of the 13F portfolio, value $299,952.

    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 9,516 shares
    Change vs previous 13F +3,811 shares

    0.12% of the 13F portfolio, value $796,000.

    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 5,705 shares
    Change vs previous 13F -3,652 shares

    0.07% of the 13F portfolio, value $520,000.

    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 9,357 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,188,000.

    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).