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Disclosery

Simplicity Solutions, LLC: GWX position timeline

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

Simplicity Solutions, LLC held 24,107 GWX 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 24,107 shares
    Change vs previous 13F +1,987 shares

    0.02% of the 13F portfolio, value $765,638.

    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 22,120 shares
    Change vs previous 13F +5,849 shares

    0.02% of the 13F portfolio, value $644,577.

    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 16,271 shares
    Change vs previous 13F +9,701 shares

    0.01% of the 13F portfolio, value $496,428.

    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 6,570 shares
    Change vs previous 13F +6,570 shares

    0.01% of the 13F portfolio, value $203,473.

    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 0 shares
    Change vs previous 13F -8,990 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2022-09-30
    13F 8,990 shares
    Change vs previous 13F -30,884 shares

    0.03% of the 13F portfolio, value $234,000.

    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 39,874 shares
    Change vs previous 13F -8,256 shares

    0.15% of the 13F portfolio, value $1,154,000.

    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 48,130 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,692,000.

    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).