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Disclosery

Simplicity Solutions, LLC: KWEB position timeline

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

Simplicity Solutions, LLC held 209,608 KWEB 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 209,608 shares
    Change vs previous 13F -165,425 shares

    0.15% of the 13F portfolio, value $5,659,412.

    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 375,033 shares
    Change vs previous 13F -10,154 shares

    0.33% of the 13F portfolio, value $10,264,665.

    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 385,187 shares
    Change vs previous 13F -108 shares

    0.28% of the 13F portfolio, value $10,373,074.

    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 385,295 shares
    Change vs previous 13F +385,295 shares

    0.32% of the 13F portfolio, value $12,017,337.

    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 0 shares
    Change vs previous 13F -26,603 shares

    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).

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

  6. period ended2022-09-30
    13F 26,603 shares
    Change vs previous 13F -22,404 shares

    0.09% of the 13F portfolio, value $655,000.

    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 49,007 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,605,000.

    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).