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Disclosery

Simplicity Solutions, LLC: CPB position timeline

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

Simplicity Solutions, LLC held 0 CPB shares at 2023-09-30 per its 13F-HR filed 2023-10-19.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -8,795 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 8,795 shares
    Change vs previous 13F +1,170 shares

    0.01% of the 13F portfolio, value $402,032.

    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).

  3. period ended2023-03-31
    13F 7,625 shares
    Change vs previous 13F -11,112 shares

    0.01% of the 13F portfolio, value $419,237.

    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).

  4. period ended2022-12-31
    13F 18,737 shares
    Change vs previous 13F -8,482 shares

    0.14% of the 13F portfolio, value $1,063,336.

    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).

  5. period ended2022-09-30
    13F 27,219 shares
    Change vs previous 13F -13,081 shares

    0.19% of the 13F portfolio, value $1,283,000.

    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).

  6. period ended2022-06-30
    13F 40,300 shares
    Change vs previous 13F +4,323 shares

    0.25% of the 13F portfolio, value $1,936,000.

    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).

  7. period ended2022-03-31
    13F 35,977 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,603,000.

    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).