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Disclosery

Simplicity Solutions, LLC: IEF position timeline

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

Simplicity Solutions, LLC held 9,372 IEF 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 9,372 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $903,360.

    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 9,707 shares
    Change vs previous 13F +437 shares

    0.03% of the 13F portfolio, value $889,058.

    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 9,270 shares
    Change vs previous 13F -40,749 shares

    0.02% of the 13F portfolio, value $895,530.

    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 50,019 shares
    Change vs previous 13F +43,782 shares

    0.13% of the 13F portfolio, value $4,957,838.

    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 6,237 shares
    Change vs previous 13F -614 shares

    0.08% of the 13F portfolio, value $597,360.

    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 6,851 shares
    Change vs previous 13F +558 shares

    0.1% of the 13F portfolio, value $658,000.

    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 6,293 shares
    Change vs previous 13F +227 shares

    0.08% of the 13F portfolio, value $644,000.

    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 6,066 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $652,000.

    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).