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Disclosery

Simplicity Solutions, LLC: IWY position timeline

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

Simplicity Solutions, LLC held 3,591 IWY 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 3,591 shares
    Change vs previous 13F +1,552 shares

    0.02% of the 13F portfolio, value $629,166.

    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 2,039 shares
    Change vs previous 13F -107,055 shares

    0.01% of the 13F portfolio, value $313,695.

    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 109,094 shares
    Change vs previous 13F +106,688 shares

    0.47% of the 13F portfolio, value $17,297,916.

    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 2,406 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $334,255.

    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 2,082 shares
    Change vs previous 13F -46 shares

    0.03% of the 13F portfolio, value $250,970.

    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 2,128 shares
    Change vs previous 13F -45,628 shares

    0.04% of the 13F portfolio, value $254,000.

    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 47,756 shares
    Change vs previous 13F +46,080 shares

    0.78% of the 13F portfolio, value $5,981,000.

    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 1,676 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,000.

    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).