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Disclosery

Simplicity Solutions, LLC: PM position timeline

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

Simplicity Solutions, LLC held 73,413 PM 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 73,413 shares
    Change vs previous 13F +704 shares

    0.19% of the 13F portfolio, value $6,906,710.

    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 72,709 shares
    Change vs previous 13F -8,383 shares

    0.22% of the 13F portfolio, value $6,731,414.

    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 81,092 shares
    Change vs previous 13F +5,859 shares

    0.22% of the 13F portfolio, value $7,916,223.

    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 75,233 shares
    Change vs previous 13F +40,490 shares

    0.19% of the 13F portfolio, value $7,316,365.

    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 34,743 shares
    Change vs previous 13F -82 shares

    0.48% of the 13F portfolio, value $3,516,317.

    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 34,825 shares
    Change vs previous 13F +4,189 shares

    0.42% of the 13F portfolio, value $2,891,000.

    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 30,636 shares
    Change vs previous 13F +6,555 shares

    0.39% of the 13F portfolio, value $3,025,000.

    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 24,081 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,262,000.

    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).