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Disclosery

Simplicity Solutions, LLC: IWF position timeline

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

Simplicity Solutions, LLC held 33,499 IWF 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 33,499 shares
    Change vs previous 13F +2,459 shares

    0.28% of the 13F portfolio, value $10,155,906.

    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 31,040 shares
    Change vs previous 13F -9,288 shares

    0.27% of the 13F portfolio, value $8,256,412.

    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 40,328 shares
    Change vs previous 13F +3,131 shares

    0.3% of the 13F portfolio, value $11,097,445.

    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 37,197 shares
    Change vs previous 13F +35,666 shares

    0.24% of the 13F portfolio, value $9,088,398.

    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 1,531 shares
    Change vs previous 13F +572 shares

    0.04% of the 13F portfolio, value $328,001.

    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 959 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $202,000.

    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 959 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $210,000.

    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 959 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,000.

    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).