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Disclosery

Simplicity Solutions, LLC: IEFA position timeline

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

Simplicity Solutions, LLC held 86,595 IEFA 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 86,595 shares
    Change vs previous 13F +2,068 shares

    0.17% of the 13F portfolio, value $6,091,943.

    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 84,527 shares
    Change vs previous 13F +5,461 shares

    0.17% of the 13F portfolio, value $5,439,294.

    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 79,066 shares
    Change vs previous 13F -10,492 shares

    0.15% of the 13F portfolio, value $5,336,935.

    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 89,558 shares
    Change vs previous 13F +41,245 shares

    0.16% of the 13F portfolio, value $5,987,005.

    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 48,313 shares
    Change vs previous 13F -12,397 shares

    0.41% of the 13F portfolio, value $2,978,013.

    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 60,710 shares
    Change vs previous 13F -77,899 shares

    0.46% of the 13F portfolio, value $3,198,000.

    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 138,609 shares
    Change vs previous 13F +66,526 shares

    1.06% of the 13F portfolio, value $8,158,000.

    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 72,083 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,010,000.

    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).