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Disclosery

Simplicity Solutions, LLC: PWP position timeline

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

Simplicity Solutions, LLC held 18,572 PWP 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 18,572 shares
    Change vs previous 13F +2,436 shares

    0.01% of the 13F portfolio, value $227,133.

    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 16,136 shares
    Change vs previous 13F +4,474 shares

    0.01% of the 13F portfolio, value $164,261.

    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 11,662 shares
    Change vs previous 13F -10,118 shares

    <0.01% of the 13F portfolio, value $97,140.

    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 21,780 shares
    Change vs previous 13F +9,142 shares

    0.01% of the 13F portfolio, value $198,201.

    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 12,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $123,854.

    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).