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Disclosery

Simplicity Solutions, LLC: SCHF position timeline

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

Simplicity Solutions, LLC held 78,586 SCHF 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 78,586 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $2,904,542.

    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 78,786 shares
    Change vs previous 13F -3,951 shares

    0.09% of the 13F portfolio, value $2,675,559.

    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 82,737 shares
    Change vs previous 13F -6,006 shares

    0.08% of the 13F portfolio, value $2,949,591.

    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 88,743 shares
    Change vs previous 13F +47,346 shares

    0.08% of the 13F portfolio, value $3,088,247.

    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 41,397 shares
    Change vs previous 13F +419 shares

    0.18% of the 13F portfolio, value $1,333,406.

    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 40,978 shares
    Change vs previous 13F -3,473 shares

    0.17% of the 13F portfolio, value $1,153,000.

    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 44,451 shares
    Change vs previous 13F -14,952 shares

    0.18% of the 13F portfolio, value $1,398,000.

    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 59,403 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,181,000.

    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).