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Disclosery

Simplicity Solutions, LLC: PSX position timeline

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

Simplicity Solutions, LLC held 8,242 PSX 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 8,242 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $1,097,278.

    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 7,880 shares
    Change vs previous 13F -2,082 shares

    0.03% of the 13F portfolio, value $946,766.

    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 9,962 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $950,202.

    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 9,592 shares
    Change vs previous 13F +6,640 shares

    0.03% of the 13F portfolio, value $972,446.

    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 2,952 shares
    Change vs previous 13F +193 shares

    0.04% of the 13F portfolio, value $307,229.

    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 2,759 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $223,000.

    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).