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Disclosery

Simplicity Solutions, LLC: DIS position timeline

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

Simplicity Solutions, LLC held 107,659 DIS 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 107,659 shares
    Change vs previous 13F +6,371 shares

    0.26% of the 13F portfolio, value $9,693,462.

    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 101,288 shares
    Change vs previous 13F +2,415 shares

    0.26% of the 13F portfolio, value $8,185,112.

    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 98,873 shares
    Change vs previous 13F -5,193 shares

    0.24% of the 13F portfolio, value $8,800,847.

    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 104,066 shares
    Change vs previous 13F +90,576 shares

    0.27% of the 13F portfolio, value $10,420,093.

    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 13,490 shares
    Change vs previous 13F -5,334 shares

    0.16% of the 13F portfolio, value $1,172,015.

    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 18,824 shares
    Change vs previous 13F +5,266 shares

    0.26% of the 13F portfolio, value $1,775,000.

    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 13,558 shares
    Change vs previous 13F +155 shares

    0.17% of the 13F portfolio, value $1,280,000.

    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 13,403 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,839,000.

    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).