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Disclosery

Simplicity Solutions, LLC: SHV position timeline

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

Simplicity Solutions, LLC held 9,382 SHV 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 9,382 shares
    Change vs previous 13F +6,810 shares

    0.03% of the 13F portfolio, value $1,033,217.

    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 2,572 shares
    Change vs previous 13F -51,612 shares

    0.01% of the 13F portfolio, value $284,129.

    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 54,184 shares
    Change vs previous 13F -7,109 shares

    0.16% of the 13F portfolio, value $5,984,607.

    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 61,293 shares
    Change vs previous 13F +16,448 shares

    0.18% of the 13F portfolio, value $6,772,845.

    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 44,845 shares
    Change vs previous 13F -26,392 shares

    0.67% of the 13F portfolio, value $4,929,371.

    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 71,237 shares
    Change vs previous 13F +7,115 shares

    1.14% of the 13F portfolio, value $7,836,000.

    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 64,122 shares
    Change vs previous 13F +51,590 shares

    0.92% of the 13F portfolio, value $7,060,000.

    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 12,532 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,382,000.

    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).