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Disclosery

Simplicity Solutions, LLC: HTRB position timeline

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

Simplicity Solutions, LLC held 128,239 HTRB 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 128,239 shares
    Change vs previous 13F +6,880 shares

    0.12% of the 13F portfolio, value $4,363,977.

    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 121,359 shares
    Change vs previous 13F +4,185 shares

    0.13% of the 13F portfolio, value $3,894,410.

    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 117,174 shares
    Change vs previous 13F +11,640 shares

    0.11% of the 13F portfolio, value $3,917,127.

    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 105,534 shares
    Change vs previous 13F +21,575 shares

    0.09% of the 13F portfolio, value $3,588,156.

    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 83,959 shares
    Change vs previous 13F +1,666 shares

    0.38% of the 13F portfolio, value $2,774,005.

    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 82,293 shares
    Change vs previous 13F +25,257 shares

    0.39% of the 13F portfolio, value $2,670,000.

    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 57,036 shares
    Change vs previous 13F -17,125 shares

    0.25% of the 13F portfolio, value $1,951,000.

    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 74,161 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,731,000.

    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).