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Disclosery

Simplicity Solutions, LLC: INTU position timeline

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

Simplicity Solutions, LLC held 5,138 INTU 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 5,138 shares
    Change vs previous 13F +423 shares

    0.09% of the 13F portfolio, value $3,211,528.

    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 4,715 shares
    Change vs previous 13F -489 shares

    0.08% of the 13F portfolio, value $2,409,041.

    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 5,204 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $2,384,381.

    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 5,196 shares
    Change vs previous 13F +3,161 shares

    0.06% of the 13F portfolio, value $2,316,579.

    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 2,035 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $791,944.

    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 2,051 shares
    Change vs previous 13F +402 shares

    0.12% of the 13F portfolio, value $794,000.

    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 1,649 shares
    Change vs previous 13F +397 shares

    0.08% of the 13F portfolio, value $635,000.

    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 1,252 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $602,000.

    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).