Skip to content
Disclosery

Simplicity Solutions, LLC: IJR position timeline

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

Simplicity Solutions, LLC held 201,673 IJR 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 201,673 shares
    Change vs previous 13F -707 shares

    0.6% of the 13F portfolio, value $21,831,098.

    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 202,380 shares
    Change vs previous 13F +10,084 shares

    0.61% of the 13F portfolio, value $19,090,444.

    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 192,296 shares
    Change vs previous 13F +3,889 shares

    0.52% of the 13F portfolio, value $19,162,287.

    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 188,407 shares
    Change vs previous 13F +151,068 shares

    0.48% of the 13F portfolio, value $18,218,971.

    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 37,339 shares
    Change vs previous 13F +2,102 shares

    0.48% of the 13F portfolio, value $3,533,804.

    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 35,237 shares
    Change vs previous 13F +624 shares

    0.45% of the 13F portfolio, value $3,073,000.

    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 34,613 shares
    Change vs previous 13F +869 shares

    0.41% of the 13F portfolio, value $3,198,000.

    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 33,744 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,640,000.

    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).