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Disclosery

Simplicity Solutions, LLC: MUFG position timeline

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

Simplicity Solutions, LLC held 59,497 MUFG 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 59,497 shares
    Change vs previous 13F +2,253 shares

    0.01% of the 13F portfolio, value $512,269.

    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 57,244 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $486,002.

    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 57,379 shares
    Change vs previous 13F -19,744 shares

    0.01% of the 13F portfolio, value $422,882.

    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 77,123 shares
    Change vs previous 13F +2,940 shares

    0.01% of the 13F portfolio, value $492,816.

    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 74,183 shares
    Change vs previous 13F +5,389 shares

    0.07% of the 13F portfolio, value $494,801.

    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 68,794 shares
    Change vs previous 13F +37,966 shares

    0.04% of the 13F portfolio, value $309,000.

    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 30,828 shares
    Change vs previous 13F +20,631 shares

    0.02% of the 13F portfolio, value $165,000.

    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 10,197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $63,000.

    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).