Skip to content
Disclosery

Simplicity Solutions, LLC: IVW position timeline

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

Simplicity Solutions, LLC held 91,395 IVW 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 91,395 shares
    Change vs previous 13F +8,185 shares

    0.19% of the 13F portfolio, value $6,863,776.

    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 83,210 shares
    Change vs previous 13F -5,178 shares

    0.18% of the 13F portfolio, value $5,693,215.

    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 88,388 shares
    Change vs previous 13F -126,927 shares

    0.17% of the 13F portfolio, value $6,229,615.

    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 215,315 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,756,472.

    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).