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Disclosery

Simplicity Solutions, LLC: SLV position timeline

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

Simplicity Solutions, LLC held 1,845,900 SLV 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 1,845,900 shares
    Change vs previous 13F +383,336 shares

    0.81% of the 13F portfolio, value $29,622,321.

    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 1,462,564 shares
    Change vs previous 13F +6,869 shares

    0.91% of the 13F portfolio, value $28,196,178.

    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 1,455,695 shares
    Change vs previous 13F +68,954 shares

    0.78% of the 13F portfolio, value $28,652,407.

    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 1,386,741 shares
    Change vs previous 13F +1,310,983 shares

    0.8% of the 13F portfolio, value $30,674,711.

    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 75,758 shares
    Change vs previous 13F -30,007 shares

    0.23% of the 13F portfolio, value $1,668,191.

    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 105,765 shares
    Change vs previous 13F +33,782 shares

    0.27% of the 13F portfolio, value $1,851,000.

    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 71,983 shares
    Change vs previous 13F -469 shares

    0.17% of the 13F portfolio, value $1,342,000.

    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 72,452 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,657,000.

    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).