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Simplicity Solutions, LLC: F position timeline

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

Simplicity Solutions, LLC held 81,415 F 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 81,415 shares
    Change vs previous 13F -18,040 shares

    0.03% of the 13F portfolio, value $992,453.

    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 99,455 shares
    Change vs previous 13F -1,993 shares

    0.04% of the 13F portfolio, value $1,235,223.

    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 101,448 shares
    Change vs previous 13F -125,293 shares

    0.04% of the 13F portfolio, value $1,534,906.

    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 226,741 shares
    Change vs previous 13F +187,855 shares

    0.07% of the 13F portfolio, value $2,856,941.

    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 38,886 shares
    Change vs previous 13F +5,619 shares

    0.06% of the 13F portfolio, value $452,247.

    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 33,267 shares
    Change vs previous 13F +5,280 shares

    0.05% of the 13F portfolio, value $373,000.

    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 27,987 shares
    Change vs previous 13F +4,189 shares

    0.04% of the 13F portfolio, value $311,000.

    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 23,798 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $402,000.

    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).