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Disclosery

Simplicity Solutions, LLC: IVOL position timeline

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

Simplicity Solutions, LLC held 533,110 IVOL 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 533,110 shares
    Change vs previous 13F -3,807 shares

    0.3% of the 13F portfolio, value $11,024,721.

    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 536,917 shares
    Change vs previous 13F -14,801 shares

    0.35% of the 13F portfolio, value $11,039,010.

    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 551,718 shares
    Change vs previous 13F +10,482 shares

    0.31% of the 13F portfolio, value $11,354,348.

    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 541,236 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,296,876.

    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).