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Disclosery

Simplicity Solutions, LLC: DOW position timeline

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

Simplicity Solutions, LLC held 21,207 DOW 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 21,207 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $1,163,004.

    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 21,467 shares
    Change vs previous 13F -3,009 shares

    0.04% of the 13F portfolio, value $1,106,842.

    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 24,476 shares
    Change vs previous 13F -3,134 shares

    0.04% of the 13F portfolio, value $1,303,608.

    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 27,610 shares
    Change vs previous 13F +7,229 shares

    0.04% of the 13F portfolio, value $1,513,599.

    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 20,381 shares
    Change vs previous 13F +273 shares

    0.14% of the 13F portfolio, value $1,026,993.

    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 20,108 shares
    Change vs previous 13F +8,126 shares

    0.13% of the 13F portfolio, value $883,000.

    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 11,982 shares
    Change vs previous 13F +4,600 shares

    0.08% of the 13F portfolio, value $618,000.

    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 7,382 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $470,000.

    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).