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Disclosery

Simplicity Solutions, LLC: IWD position timeline

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

Simplicity Solutions, LLC held 107,636 IWD 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 107,636 shares
    Change vs previous 13F +29,949 shares

    0.49% of the 13F portfolio, value $17,786,898.

    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 77,687 shares
    Change vs previous 13F -12,646 shares

    0.38% of the 13F portfolio, value $11,794,476.

    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 90,333 shares
    Change vs previous 13F +11,897 shares

    0.39% of the 13F portfolio, value $14,257,222.

    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 78,436 shares
    Change vs previous 13F +71,677 shares

    0.31% of the 13F portfolio, value $11,942,707.

    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 6,759 shares
    Change vs previous 13F -82 shares

    0.14% of the 13F portfolio, value $1,025,002.

    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 6,841 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $930,000.

    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 6,841 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $992,000.

    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 6,841 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,135,000.

    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).