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Disclosery

Simplicity Solutions, LLC: SCHG position timeline

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

Simplicity Solutions, LLC held 304,611 SCHG 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 304,611 shares
    Change vs previous 13F +6,748 shares

    0.69% of the 13F portfolio, value $25,270,503.

    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 297,863 shares
    Change vs previous 13F +19,823 shares

    0.7% of the 13F portfolio, value $21,660,620.

    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 278,040 shares
    Change vs previous 13F -3,840 shares

    0.57% of the 13F portfolio, value $20,839,130.

    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 281,880 shares
    Change vs previous 13F +269,691 shares

    0.48% of the 13F portfolio, value $18,370,116.

    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 12,189 shares
    Change vs previous 13F +6,669 shares

    0.09% of the 13F portfolio, value $677,221.

    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 5,520 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $308,000.

    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 5,520 shares
    Change vs previous 13F -6,002 shares

    0.04% of the 13F portfolio, value $320,000.

    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 11,522 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $862,000.

    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).