Simplicity Solutions, LLC: IBM position timeline

Simplicity Solutions, LLC held 38,885 IBM 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 38,885 shares

   Change vs previous 13F +2,775 shares

   0.17% of the 13F portfolio, value $6,359,537.

   13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-09-30

   13F 36,110 shares

   Change vs previous 13F -2,476 shares

   0.16% of the 13F portfolio, value $5,066,323.

   13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-06-30

   13F 38,586 shares

   Change vs previous 13F -2,717 shares

   0.14% of the 13F portfolio, value $5,163,129.

   13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-03-31

   13F 41,303 shares

   Change vs previous 13F +28,758 shares

   0.14% of the 13F portfolio, value $5,414,493.

   13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-12-31

   13F 12,545 shares

   Change vs previous 13F -2,112 shares

   0.24% of the 13F portfolio, value $1,767,418.

   13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
   Filed 2023-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2022-09-30

   13F 14,657 shares

   Change vs previous 13F +4,174 shares

   0.25% of the 13F portfolio, value $1,741,000.

   13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2022-06-30

   13F 10,483 shares

   Change vs previous 13F +2,477 shares

   0.19% of the 13F portfolio, value $1,480,000.

   13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
   Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-03-31

   13F 8,006 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $1,041,000.

   13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
   Filed 2022-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).