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Disclosery

Simplicity Solutions, LLC: CFG position timeline

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

Simplicity Solutions, LLC held 10,642 CFG 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 10,642 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $352,687.

    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 10,827 shares
    Change vs previous 13F -1,299 shares

    0.01% of the 13F portfolio, value $290,171.

    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 12,126 shares
    Change vs previous 13F -19,956 shares

    0.01% of the 13F portfolio, value $316,235.

    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 32,082 shares
    Change vs previous 13F +12,022 shares

    0.03% of the 13F portfolio, value $974,343.

    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 20,060 shares
    Change vs previous 13F +669 shares

    0.11% of the 13F portfolio, value $789,777.

    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 19,391 shares
    Change vs previous 13F +1,820 shares

    0.1% of the 13F portfolio, value $666,000.

    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 17,571 shares
    Change vs previous 13F -4,149 shares

    0.08% of the 13F portfolio, value $627,000.

    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 21,720 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $985,000.

    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).