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Disclosery

Simplicity Solutions, LLC: SMFG position timeline

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

Simplicity Solutions, LLC held 468,009 SMFG 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 468,009 shares
    Change vs previous 13F -26,963 shares

    0.12% of the 13F portfolio, value $4,530,327.

    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 494,972 shares
    Change vs previous 13F -2,365 shares

    0.16% of the 13F portfolio, value $4,875,474.

    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 497,337 shares
    Change vs previous 13F +6,478 shares

    0.12% of the 13F portfolio, value $4,277,101.

    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 490,859 shares
    Change vs previous 13F +459,457 shares

    0.1% of the 13F portfolio, value $3,926,872.

    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 31,402 shares
    Change vs previous 13F -416 shares

    0.03% of the 13F portfolio, value $251,844.

    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 31,818 shares
    Change vs previous 13F +12,497 shares

    0.03% of the 13F portfolio, value $175,000.

    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 19,321 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $114,000.

    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).