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Disclosery

Simplicity Solutions, LLC: SCHV position timeline

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

Simplicity Solutions, LLC held 24,546 SCHV 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 24,546 shares
    Change vs previous 13F -2,224 shares

    0.05% of the 13F portfolio, value $1,720,683.

    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 26,770 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $1,725,602.

    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 26,970 shares
    Change vs previous 13F +2,236 shares

    0.05% of the 13F portfolio, value $1,809,426.

    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 24,734 shares
    Change vs previous 13F +24,734 shares

    0.04% of the 13F portfolio, value $1,622,064.

    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 0 shares
    Change vs previous 13F -4,049 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2022-09-30
    13F 4,049 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $237,000.

    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).