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Disclosery

Simplicity Solutions, LLC: KO position timeline

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

Simplicity Solutions, LLC held 128,619 KO 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 128,619 shares
    Change vs previous 13F -5,899 shares

    0.21% of the 13F portfolio, value $7,579,517.

    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 134,518 shares
    Change vs previous 13F -18,163 shares

    0.24% of the 13F portfolio, value $7,530,279.

    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 152,681 shares
    Change vs previous 13F +1,265 shares

    0.25% of the 13F portfolio, value $9,194,479.

    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 151,416 shares
    Change vs previous 13F +107,260 shares

    0.25% of the 13F portfolio, value $9,392,323.

    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 44,156 shares
    Change vs previous 13F -3,716 shares

    0.38% of the 13F portfolio, value $2,808,802.

    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 47,872 shares
    Change vs previous 13F +2,306 shares

    0.39% of the 13F portfolio, value $2,682,000.

    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 45,566 shares
    Change vs previous 13F +7,805 shares

    0.37% of the 13F portfolio, value $2,867,000.

    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 37,761 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,341,000.

    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).