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Disclosery

Simplicity Solutions, LLC: JCI position timeline

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

Simplicity Solutions, LLC held 13,246 JCI 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 13,246 shares
    Change vs previous 13F -145 shares

    0.02% of the 13F portfolio, value $763,518.

    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 13,391 shares
    Change vs previous 13F -2,557 shares

    0.02% of the 13F portfolio, value $712,547.

    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 15,948 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $1,086,707.

    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 16,509 shares
    Change vs previous 13F +7,884 shares

    0.03% of the 13F portfolio, value $994,176.

    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 8,625 shares
    Change vs previous 13F +1,235 shares

    0.08% of the 13F portfolio, value $552,000.

    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 7,390 shares
    Change vs previous 13F +724 shares

    0.05% of the 13F portfolio, value $364,000.

    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 6,666 shares
    Change vs previous 13F +1,836 shares

    0.04% of the 13F portfolio, value $319,000.

    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 4,830 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $317,000.

    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).