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Disclosery

Simplicity Solutions, LLC: SHEL position timeline

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

Simplicity Solutions, LLC held 97,711 SHEL 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 97,711 shares
    Change vs previous 13F -3,236 shares

    0.18% of the 13F portfolio, value $6,429,416.

    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 100,947 shares
    Change vs previous 13F +2,426 shares

    0.21% of the 13F portfolio, value $6,498,943.

    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 98,521 shares
    Change vs previous 13F +2,029 shares

    0.16% of the 13F portfolio, value $5,948,672.

    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 96,492 shares
    Change vs previous 13F +91,149 shares

    0.15% of the 13F portfolio, value $5,552,151.

    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 5,343 shares
    Change vs previous 13F +5,343 shares

    0.04% of the 13F portfolio, value $304,305.

    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 0 shares
    Change vs previous 13F -4,586 shares

    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).

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

  7. period ended2022-06-30
    13F 4,586 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $240,000.

    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 4,493 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,000.

    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).