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
- period ended2023-12-3113F 43,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 45,851 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 50,441 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 45,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 15,786 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 14,385 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 13,940 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 12,291 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).