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Disclosery

Simplicity Solutions, LLC: IRM position timeline

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

Simplicity Solutions, LLC held 16,185 IRM 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 16,185 shares
    Change vs previous 13F +1,379 shares

    0.03% of the 13F portfolio, value $1,132,601.

    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 14,806 shares
    Change vs previous 13F -103 shares

    0.03% of the 13F portfolio, value $880,194.

    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 14,909 shares
    Change vs previous 13F -7,172 shares

    0.02% of the 13F portfolio, value $847,107.

    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 22,081 shares
    Change vs previous 13F +3,140 shares

    0.03% of the 13F portfolio, value $1,168,330.

    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 18,941 shares
    Change vs previous 13F -2,026 shares

    0.13% of the 13F portfolio, value $944,198.

    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 20,967 shares
    Change vs previous 13F +12,085 shares

    0.13% of the 13F portfolio, value $922,000.

    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 8,882 shares
    Change vs previous 13F +2,604 shares

    0.06% of the 13F portfolio, value $432,000.

    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 6,278 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $348,000.

    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).