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Simplicity Solutions, LLC: PEP position timeline

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

Simplicity Solutions, LLC held 43,188 PEP 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 43,188 shares
    Change vs previous 13F -2,663 shares

    0.2% of the 13F portfolio, value $7,335,043.

    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 45,851 shares
    Change vs previous 13F -4,590 shares

    0.25% of the 13F portfolio, value $7,768,882.

    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 50,441 shares
    Change vs previous 13F +4,856 shares

    0.26% of the 13F portfolio, value $9,342,697.

    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 45,585 shares
    Change vs previous 13F +29,799 shares

    0.22% of the 13F portfolio, value $8,310,114.

    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 15,786 shares
    Change vs previous 13F +1,401 shares

    0.39% of the 13F portfolio, value $2,851,877.

    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 14,385 shares
    Change vs previous 13F +445 shares

    0.34% of the 13F portfolio, value $2,349,000.

    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 13,940 shares
    Change vs previous 13F +1,649 shares

    0.3% of the 13F portfolio, value $2,323,000.

    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 12,291 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,057,000.

    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).