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Disclosery

Simplicity Solutions, LLC: IWM position timeline

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

Simplicity Solutions, LLC held 69,875 IWM 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 69,875 shares
    Change vs previous 13F +15,738 shares

    0.38% of the 13F portfolio, value $14,024,596.

    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 54,137 shares
    Change vs previous 13F +29,844 shares

    0.31% of the 13F portfolio, value $9,568,256.

    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 24,293 shares
    Change vs previous 13F -149,195 shares

    0.12% of the 13F portfolio, value $4,549,449.

    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 173,488 shares
    Change vs previous 13F +171,716 shares

    0.81% of the 13F portfolio, value $30,950,261.

    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 1,772 shares
    Change vs previous 13F -192 shares

    0.04% of the 13F portfolio, value $308,966.

    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 1,964 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $324,000.

    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 1,964 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $333,000.

    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 2,031 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $417,000.

    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).