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Disclosery

Simplicity Solutions, LLC: IXUS position timeline

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

Simplicity Solutions, LLC held 35,488 IXUS 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 35,488 shares
    Change vs previous 13F -794 shares

    0.06% of the 13F portfolio, value $2,304,255.

    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 36,282 shares
    Change vs previous 13F +514 shares

    0.07% of the 13F portfolio, value $2,176,535.

    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 35,768 shares
    Change vs previous 13F +11,125 shares

    0.06% of the 13F portfolio, value $2,239,769.

    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 24,643 shares
    Change vs previous 13F +9,630 shares

    0.04% of the 13F portfolio, value $1,526,622.

    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 15,013 shares
    Change vs previous 13F +15,013 shares

    0.12% of the 13F portfolio, value $868,964.

    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 ended2022-06-30
    13F 0 shares
    Change vs previous 13F -5,834 shares

    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).

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

  7. period ended2022-03-31
    13F 5,834 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $388,000.

    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).