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Disclosery

Simplicity Solutions, LLC: IVV position timeline

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

Simplicity Solutions, LLC held 74,999 IVV 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 74,999 shares
    Change vs previous 13F +3,246 shares

    0.98% of the 13F portfolio, value $35,821,976.

    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 71,753 shares
    Change vs previous 13F -18,023 shares

    0.99% of the 13F portfolio, value $30,812,696.

    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 89,776 shares
    Change vs previous 13F -66,811 shares

    1.09% of the 13F portfolio, value $40,014,033.

    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 156,587 shares
    Change vs previous 13F +121,214 shares

    1.69% of the 13F portfolio, value $64,369,969.

    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 35,373 shares
    Change vs previous 13F -9,441 shares

    1.85% of the 13F portfolio, value $13,590,636.

    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 44,814 shares
    Change vs previous 13F -496 shares

    2.33% of the 13F portfolio, value $16,072,000.

    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 45,310 shares
    Change vs previous 13F +422 shares

    2.23% of the 13F portfolio, value $17,179,000.

    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 44,888 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $20,365,000.

    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).