Simplicity Solutions, LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Solutions, LLC on CB, newest first. How the timeline and the estimate are built.
Simplicity Solutions, LLC held 8,151 CB shares at 2023-12-31 per its 13F-HR filed 2024-01-29.
the latest 13F is the newest step
- period ended2023-12-3113F 8,151 sharesChange vs previous 13F +465 shares
0.05% of the 13F portfolio, value $1,842,130.
13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 7,686 sharesChange vs previous 13F -1,762 shares
0.05% of the 13F portfolio, value $1,600,075.
13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 9,448 sharesChange vs previous 13F +2,356 shares
0.05% of the 13F portfolio, value $1,819,310.
13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 7,092 sharesChange vs previous 13F +3,685 shares
0.04% of the 13F portfolio, value $1,377,039.
13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 3,407 sharesChange vs previous 13F +427 shares
0.1% of the 13F portfolio, value $751,585.
13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 2,980 sharesChange vs previous 13F +180 shares
0.08% of the 13F portfolio, value $542,000.
13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 2,800 sharesChange vs previous 13F +140 shares
0.07% of the 13F portfolio, value $550,000.
13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 2,660 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $569,000.
13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).