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Disclosery

Simplicity Solutions, LLC: ED position timeline

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

Simplicity Solutions, LLC held 14,027 ED 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 14,027 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $1,276,061.

    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 14,036 shares
    Change vs previous 13F -5,029 shares

    0.04% of the 13F portfolio, value $1,200,478.

    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 19,065 shares
    Change vs previous 13F +2,695 shares

    0.05% of the 13F portfolio, value $1,723,447.

    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 16,370 shares
    Change vs previous 13F +7,017 shares

    0.04% of the 13F portfolio, value $1,566,084.

    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 9,353 shares
    Change vs previous 13F -338 shares

    0.12% of the 13F portfolio, value $891,394.

    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 9,691 shares
    Change vs previous 13F -2,921 shares

    0.12% of the 13F portfolio, value $831,000.

    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 12,612 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $1,199,000.

    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 12,207 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,155,000.

    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).