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Disclosery

Simplicity Solutions, LLC: SCHA position timeline

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

Simplicity Solutions, LLC held 141,092 SCHA 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 141,092 shares
    Change vs previous 13F +10,622 shares

    0.18% of the 13F portfolio, value $6,665,167.

    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 130,470 shares
    Change vs previous 13F +16,210 shares

    0.17% of the 13F portfolio, value $5,404,084.

    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 114,260 shares
    Change vs previous 13F +8,504 shares

    0.14% of the 13F portfolio, value $5,004,585.

    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 105,756 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,434,345.

    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).