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Disclosery

Simplicity Solutions, LLC: CI position timeline

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

Simplicity Solutions, LLC held 8,108 CI 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 8,108 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $2,427,846.

    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 8,030 shares
    Change vs previous 13F +1,189 shares

    0.07% of the 13F portfolio, value $2,297,279.

    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 6,841 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $1,919,446.

    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 6,914 shares
    Change vs previous 13F +3,906 shares

    0.05% of the 13F portfolio, value $1,766,808.

    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 3,008 shares
    Change vs previous 13F +196 shares

    0.14% of the 13F portfolio, value $996,518.

    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 2,812 shares
    Change vs previous 13F +425 shares

    0.11% of the 13F portfolio, value $780,000.

    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 2,387 shares
    Change vs previous 13F +494 shares

    0.08% of the 13F portfolio, value $629,000.

    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 1,893 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $454,000.

    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).