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Disclosery

Simplicity Solutions, LLC: CG position timeline

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

Simplicity Solutions, LLC held 55,766 CG 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 55,766 shares
    Change vs previous 13F -817 shares

    0.06% of the 13F portfolio, value $2,269,106.

    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 56,583 shares
    Change vs previous 13F +5,248 shares

    0.05% of the 13F portfolio, value $1,706,547.

    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 51,335 shares
    Change vs previous 13F +1,650 shares

    0.04% of the 13F portfolio, value $1,640,154.

    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 49,685 shares
    Change vs previous 13F +40,076 shares

    0.04% of the 13F portfolio, value $1,543,224.

    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 9,609 shares
    Change vs previous 13F -3,131 shares

    0.04% of the 13F portfolio, value $286,734.

    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 12,740 shares
    Change vs previous 13F +2,471 shares

    0.05% of the 13F portfolio, value $329,000.

    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 10,269 shares
    Change vs previous 13F +2,123 shares

    0.04% of the 13F portfolio, value $325,000.

    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 8,146 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $398,000.

    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).