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Disclosery

Simplicity Solutions, LLC: CGW position timeline

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

Simplicity Solutions, LLC held 66,134 CGW 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 66,134 shares
    Change vs previous 13F +1,942 shares

    0.1% of the 13F portfolio, value $3,505,612.

    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 64,192 shares
    Change vs previous 13F +493 shares

    0.1% of the 13F portfolio, value $2,986,212.

    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 63,699 shares
    Change vs previous 13F -1,206 shares

    0.09% of the 13F portfolio, value $3,274,766.

    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 64,905 shares
    Change vs previous 13F +51,212 shares

    0.08% of the 13F portfolio, value $3,236,163.

    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 13,693 shares
    Change vs previous 13F +528 shares

    0.09% of the 13F portfolio, value $638,368.

    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 13,165 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $541,000.

    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).