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Disclosery

Simplicity Solutions, LLC: IVLU position timeline

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

Simplicity Solutions, LLC held 23,141 IVLU 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 23,141 shares
    Change vs previous 13F -741 shares

    0.02% of the 13F portfolio, value $613,468.

    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 23,882 shares
    Change vs previous 13F +3,268 shares

    0.02% of the 13F portfolio, value $605,648.

    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 20,614 shares
    Change vs previous 13F -23,386 shares

    0.01% of the 13F portfolio, value $524,626.

    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 44,000 shares
    Change vs previous 13F -4,405 shares

    0.03% of the 13F portfolio, value $1,090,754.

    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 48,405 shares
    Change vs previous 13F -6,530 shares

    0.15% of the 13F portfolio, value $1,121,544.

    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 54,935 shares
    Change vs previous 13F -3,926 shares

    0.16% of the 13F portfolio, value $1,085,000.

    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 58,861 shares
    Change vs previous 13F -10,785 shares

    0.17% of the 13F portfolio, value $1,306,000.

    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 69,646 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,773,000.

    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).