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Disclosery

Simplicity Solutions, LLC: PEG position timeline

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

Simplicity Solutions, LLC held 63,677 PEG 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 63,677 shares
    Change vs previous 13F +252 shares

    0.11% of the 13F portfolio, value $3,893,824.

    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 63,425 shares
    Change vs previous 13F -2,999 shares

    0.12% of the 13F portfolio, value $3,609,518.

    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 66,424 shares
    Change vs previous 13F +755 shares

    0.11% of the 13F portfolio, value $4,158,832.

    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 65,669 shares
    Change vs previous 13F +53,639 shares

    0.11% of the 13F portfolio, value $4,101,022.

    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 12,030 shares
    Change vs previous 13F -1,767 shares

    0.1% of the 13F portfolio, value $737,064.

    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 13,797 shares
    Change vs previous 13F +9,585 shares

    0.11% of the 13F portfolio, value $775,000.

    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 4,212 shares
    Change vs previous 13F +391 shares

    0.03% of the 13F portfolio, value $267,000.

    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 3,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,000.

    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).