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Disclosery

Simplicity Solutions, LLC: EFG position timeline

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

Simplicity Solutions, LLC held 0 EFG 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 -85,348 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 85,348 shares
    Change vs previous 13F -55,945 shares

    0.22% of the 13F portfolio, value $8,143,027.

    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 141,293 shares
    Change vs previous 13F +130,798 shares

    0.35% of the 13F portfolio, value $13,236,355.

    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 10,495 shares
    Change vs previous 13F -2,333 shares

    0.12% of the 13F portfolio, value $879,061.

    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 12,828 shares
    Change vs previous 13F -33,081 shares

    0.13% of the 13F portfolio, value $931,000.

    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 45,909 shares
    Change vs previous 13F +29,811 shares

    0.48% of the 13F portfolio, value $3,695,000.

    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 16,098 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,550,000.

    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).