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Disclosery

Simplicity Solutions, LLC: IWR position timeline

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

Simplicity Solutions, LLC held 78,101 IWR 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 78,101 shares
    Change vs previous 13F -2,212 shares

    0.17% of the 13F portfolio, value $6,070,856.

    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 80,313 shares
    Change vs previous 13F -13,377 shares

    0.18% of the 13F portfolio, value $5,561,684.

    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 93,690 shares
    Change vs previous 13F -4,933 shares

    0.19% of the 13F portfolio, value $6,842,162.

    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 98,623 shares
    Change vs previous 13F +84,195 shares

    0.18% of the 13F portfolio, value $6,895,678.

    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 14,428 shares
    Change vs previous 13F -2,805 shares

    0.13% of the 13F portfolio, value $973,198.

    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 17,233 shares
    Change vs previous 13F +1,404 shares

    0.16% of the 13F portfolio, value $1,071,000.

    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 15,829 shares
    Change vs previous 13F +97 shares

    0.13% of the 13F portfolio, value $1,023,000.

    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 15,732 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,228,000.

    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).