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Disclosery

Simplicity Solutions, LLC: SGOV position timeline

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

Simplicity Solutions, LLC held 583,689 SGOV 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 583,689 shares
    Change vs previous 13F +79,066 shares

    1.6% of the 13F portfolio, value $58,526,514.

    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 504,623 shares
    Change vs previous 13F +59,391 shares

    1.63% of the 13F portfolio, value $50,800,402.

    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 445,232 shares
    Change vs previous 13F -2,789 shares

    1.22% of the 13F portfolio, value $44,803,708.

    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 448,021 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $45,062,012.

    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).