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Disclosery

Simplicity Solutions, LLC: SPDW position timeline

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

Simplicity Solutions, LLC held 109,882 SPDW 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 109,882 shares
    Change vs previous 13F -50,713 shares

    0.1% of the 13F portfolio, value $3,737,100.

    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 160,595 shares
    Change vs previous 13F -43,120 shares

    0.16% of the 13F portfolio, value $4,980,051.

    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 203,715 shares
    Change vs previous 13F +6,390 shares

    0.18% of the 13F portfolio, value $6,628,886.

    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 197,325 shares
    Change vs previous 13F +161,113 shares

    0.17% of the 13F portfolio, value $6,338,079.

    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 36,212 shares
    Change vs previous 13F -10,349 shares

    0.15% of the 13F portfolio, value $1,075,134.

    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 46,561 shares
    Change vs previous 13F -151,988 shares

    0.17% of the 13F portfolio, value $1,201,000.

    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 198,549 shares
    Change vs previous 13F -120,130 shares

    0.74% of the 13F portfolio, value $5,726,000.

    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 318,679 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,924,000.

    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).