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Disclosery

Simplicity Solutions, LLC: IWB position timeline

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

Simplicity Solutions, LLC held 46,105 IWB 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 46,105 shares
    Change vs previous 13F +3,806 shares

    0.33% of the 13F portfolio, value $12,091,392.

    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 42,299 shares
    Change vs previous 13F -287 shares

    0.32% of the 13F portfolio, value $9,936,377.

    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 42,586 shares
    Change vs previous 13F -2,002 shares

    0.28% of the 13F portfolio, value $10,379,827.

    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 44,588 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,042,575.

    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).