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Disclosery

Simplicity Solutions, LLC: SMG position timeline

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

Simplicity Solutions, LLC held 63,368 SMG 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 63,368 shares
    Change vs previous 13F -1,394 shares

    0.11% of the 13F portfolio, value $4,039,731.

    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 64,762 shares
    Change vs previous 13F +3,149 shares

    0.11% of the 13F portfolio, value $3,346,892.

    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 61,613 shares
    Change vs previous 13F +1,357 shares

    0.11% of the 13F portfolio, value $3,862,496.

    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 60,256 shares
    Change vs previous 13F +53,699 shares

    0.11% of the 13F portfolio, value $4,202,279.

    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 6,557 shares
    Change vs previous 13F -229 shares

    0.04% of the 13F portfolio, value $318,608.

    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 6,786 shares
    Change vs previous 13F +935 shares

    0.04% of the 13F portfolio, value $290,000.

    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 5,851 shares
    Change vs previous 13F +1,086 shares

    0.06% of the 13F portfolio, value $462,000.

    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 4,765 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $586,000.

    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).