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Disclosery

Simplicity Solutions, LLC: EFV position timeline

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

Simplicity Solutions, LLC held 22,312 EFV 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 22,312 shares
    Change vs previous 13F +22,312 shares

    0.03% of the 13F portfolio, value $1,162,456.

    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 0 shares
    Change vs previous 13F -147,589 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.

  3. period ended2023-06-30
    13F 147,589 shares
    Change vs previous 13F +19,453 shares

    0.2% of the 13F portfolio, value $7,222,995.

    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 128,136 shares
    Change vs previous 13F +89,462 shares

    0.16% of the 13F portfolio, value $6,218,451.

    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 38,674 shares
    Change vs previous 13F -4,448 shares

    0.24% of the 13F portfolio, value $1,774,363.

    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 43,122 shares
    Change vs previous 13F -62,743 shares

    0.24% of the 13F portfolio, value $1,661,000.

    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 105,865 shares
    Change vs previous 13F +44,574 shares

    0.6% of the 13F portfolio, value $4,594,000.

    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 61,291 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,080,000.

    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).