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Disclosery

Simplicity Solutions, LLC: CVS position timeline

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

Simplicity Solutions, LLC held 32,416 CVS 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 32,416 shares
    Change vs previous 13F +2,721 shares

    0.07% of the 13F portfolio, value $2,559,533.

    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 29,695 shares
    Change vs previous 13F -2,569 shares

    0.07% of the 13F portfolio, value $2,073,295.

    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 32,264 shares
    Change vs previous 13F -5,651 shares

    0.06% of the 13F portfolio, value $2,230,432.

    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 37,915 shares
    Change vs previous 13F +21,095 shares

    0.07% of the 13F portfolio, value $2,817,496.

    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 16,820 shares
    Change vs previous 13F -1,605 shares

    0.21% of the 13F portfolio, value $1,567,411.

    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 18,425 shares
    Change vs previous 13F +3,990 shares

    0.25% of the 13F portfolio, value $1,758,000.

    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 14,435 shares
    Change vs previous 13F +5,200 shares

    0.17% of the 13F portfolio, value $1,337,000.

    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 9,235 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $935,000.

    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).