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Disclosery

Simplicity Solutions, LLC: IWS position timeline

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

Simplicity Solutions, LLC held 58,148 IWS 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 58,148 shares
    Change vs previous 13F +6,748 shares

    0.18% of the 13F portfolio, value $6,762,006.

    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 51,400 shares
    Change vs previous 13F -59,529 shares

    0.17% of the 13F portfolio, value $5,363,059.

    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 110,929 shares
    Change vs previous 13F +40,765 shares

    0.33% of the 13F portfolio, value $12,184,415.

    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 70,164 shares
    Change vs previous 13F +49,996 shares

    0.2% of the 13F portfolio, value $7,451,504.

    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 20,168 shares
    Change vs previous 13F -399 shares

    0.29% of the 13F portfolio, value $2,124,512.

    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 20,567 shares
    Change vs previous 13F -43,832 shares

    0.29% of the 13F portfolio, value $1,975,000.

    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 64,399 shares
    Change vs previous 13F +35,406 shares

    0.85% of the 13F portfolio, value $6,542,000.

    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 28,993 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,469,000.

    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).