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Disclosery

Simplicity Solutions, LLC: MO position timeline

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

Simplicity Solutions, LLC held 46,914 MO 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 46,914 shares
    Change vs previous 13F -79 shares

    0.05% of the 13F portfolio, value $1,892,515.

    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 46,993 shares
    Change vs previous 13F -17,971 shares

    0.06% of the 13F portfolio, value $1,976,060.

    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 64,964 shares
    Change vs previous 13F -10,875 shares

    0.08% of the 13F portfolio, value $2,942,880.

    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 75,839 shares
    Change vs previous 13F +47,371 shares

    0.09% of the 13F portfolio, value $3,383,935.

    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 28,468 shares
    Change vs previous 13F -300 shares

    0.18% of the 13F portfolio, value $1,301,286.

    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 28,768 shares
    Change vs previous 13F +673 shares

    0.17% of the 13F portfolio, value $1,161,000.

    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 28,095 shares
    Change vs previous 13F +6,874 shares

    0.15% of the 13F portfolio, value $1,173,000.

    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 21,221 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,109,000.

    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).