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Disclosery

Simplicity Solutions, LLC: JEPI position timeline

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

Simplicity Solutions, LLC held 81,334 JEPI 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 81,334 shares
    Change vs previous 13F +6,304 shares

    0.12% of the 13F portfolio, value $4,471,743.

    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 75,030 shares
    Change vs previous 13F +3,622 shares

    0.13% of the 13F portfolio, value $4,018,586.

    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 71,408 shares
    Change vs previous 13F -523 shares

    0.11% of the 13F portfolio, value $3,951,012.

    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 71,931 shares
    Change vs previous 13F +60,477 shares

    0.1% of the 13F portfolio, value $3,927,443.

    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 11,454 shares
    Change vs previous 13F +527 shares

    0.08% of the 13F portfolio, value $624,128.

    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 10,927 shares
    Change vs previous 13F +3,836 shares

    0.08% of the 13F portfolio, value $560,000.

    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 7,091 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $393,000.

    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).