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Disclosery

Simplicity Solutions, LLC: EW position timeline

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

Simplicity Solutions, LLC held 15,112 EW 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 15,112 shares
    Change vs previous 13F +3,255 shares

    0.03% of the 13F portfolio, value $1,152,256.

    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 11,857 shares
    Change vs previous 13F -1,543 shares

    0.03% of the 13F portfolio, value $821,422.

    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 13,400 shares
    Change vs previous 13F +4,627 shares

    0.03% of the 13F portfolio, value $1,264,022.

    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 8,773 shares
    Change vs previous 13F +4,606 shares

    0.02% of the 13F portfolio, value $725,790.

    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 4,167 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $310,900.

    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 4,615 shares
    Change vs previous 13F +441 shares

    0.06% of the 13F portfolio, value $381,000.

    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 4,174 shares
    Change vs previous 13F +483 shares

    0.05% of the 13F portfolio, value $397,000.

    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 3,691 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $435,000.

    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).