Simplicity Solutions, LLC: IWX position timeline

Simplicity Solutions, LLC held 4,633 IWX 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 4,633 shares

   Change vs previous 13F +4,633 shares

   0.01% of the 13F portfolio, value $325,098.

   13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-09-30

   13F 0 shares

   Change vs previous 13F -175,338 shares

   13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2023-06-30

   13F 175,338 shares

   Change vs previous 13F +175,338 shares

   0.32% of the 13F portfolio, value $11,824,803.

   13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-09-30

   13F 0 shares

   Change vs previous 13F -47,857 shares

   13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2022-06-30

   13F 47,857 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $2,957,000.

   13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
   Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).