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Disclosery

Simplicity Solutions, LLC: FVD position timeline

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

Simplicity Solutions, LLC held 87,944 FVD 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 87,944 shares
    Change vs previous 13F +480 shares

    0.1% of the 13F portfolio, value $3,566,996.

    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 87,464 shares
    Change vs previous 13F -5,165 shares

    0.11% of the 13F portfolio, value $3,270,265.

    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 92,629 shares
    Change vs previous 13F -374 shares

    0.1% of the 13F portfolio, value $3,713,481.

    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 93,003 shares
    Change vs previous 13F +65,557 shares

    0.1% of the 13F portfolio, value $3,735,019.

    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 27,446 shares
    Change vs previous 13F -8,667 shares

    0.15% of the 13F portfolio, value $1,095,365.

    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 36,113 shares
    Change vs previous 13F +9,245 shares

    0.19% of the 13F portfolio, value $1,292,000.

    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 26,868 shares
    Change vs previous 13F +1,038 shares

    0.14% of the 13F portfolio, value $1,043,000.

    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 25,830 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,093,000.

    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).