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Disclosery

Simplicity Solutions, LLC: IYW position timeline

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

Simplicity Solutions, LLC held 74,300 IYW 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 74,300 shares
    Change vs previous 13F -854 shares

    0.25% of the 13F portfolio, value $9,120,283.

    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 75,154 shares
    Change vs previous 13F -13,935 shares

    0.25% of the 13F portfolio, value $7,885,130.

    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 89,089 shares
    Change vs previous 13F -12,400 shares

    0.26% of the 13F portfolio, value $9,699,146.

    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 101,489 shares
    Change vs previous 13F +96,560 shares

    0.25% of the 13F portfolio, value $9,419,205.

    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 4,929 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $367,153.

    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 4,929 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $362,000.

    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 4,929 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $394,000.

    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 4,929 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $508,000.

    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).