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Disclosery

Simplicity Solutions, LLC: OTIS position timeline

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

Simplicity Solutions, LLC held 9,609 OTIS 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 9,609 shares
    Change vs previous 13F -48 shares

    0.02% of the 13F portfolio, value $859,761.

    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 9,657 shares
    Change vs previous 13F -759 shares

    0.02% of the 13F portfolio, value $775,570.

    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 10,416 shares
    Change vs previous 13F +489 shares

    0.03% of the 13F portfolio, value $927,171.

    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 9,927 shares
    Change vs previous 13F +5,691 shares

    0.02% of the 13F portfolio, value $837,837.

    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 4,236 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $331,688.

    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).