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Disclosery

Simplicity Solutions, LLC: IWP position timeline

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

Simplicity Solutions, LLC held 29,341 IWP 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 29,341 shares
    Change vs previous 13F +15,238 shares

    0.08% of the 13F portfolio, value $3,064,940.

    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 14,103 shares
    Change vs previous 13F -35,344 shares

    0.04% of the 13F portfolio, value $1,288,268.

    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 49,447 shares
    Change vs previous 13F +8,367 shares

    0.13% of the 13F portfolio, value $4,778,068.

    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 41,080 shares
    Change vs previous 13F +25,200 shares

    0.1% of the 13F portfolio, value $3,740,311.

    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 15,880 shares
    Change vs previous 13F -5,747 shares

    0.18% of the 13F portfolio, value $1,327,568.

    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 21,627 shares
    Change vs previous 13F -36,274 shares

    0.25% of the 13F portfolio, value $1,696,000.

    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 57,901 shares
    Change vs previous 13F +24,284 shares

    0.59% of the 13F portfolio, value $4,587,000.

    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 33,617 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,379,000.

    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).