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Disclosery

Simplicity Solutions, LLC: CEF position timeline

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

Simplicity Solutions, LLC held 6,018,612 CEF 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 6,018,612 shares
    Change vs previous 13F -234,718 shares

    3.15% of the 13F portfolio, value $115,256,422.

    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 6,253,330 shares
    Change vs previous 13F +21,917 shares

    3.48% of the 13F portfolio, value $108,307,683.

    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 6,231,413 shares
    Change vs previous 13F +119,840 shares

    3.07% of the 13F portfolio, value $112,290,069.

    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 6,111,573 shares
    Change vs previous 13F +5,485,867 shares

    3.03% of the 13F portfolio, value $115,569,847.

    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 625,706 shares
    Change vs previous 13F -29,629 shares

    1.53% of the 13F portfolio, value $11,218,909.

    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 655,335 shares
    Change vs previous 13F +123,113 shares

    1.48% of the 13F portfolio, value $10,204,000.

    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 532,222 shares
    Change vs previous 13F +88,963 shares

    1.16% of the 13F portfolio, value $8,952,000.

    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 443,259 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $8,590,000.

    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).