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Disclosery

Simplicity Solutions, LLC: SPEM position timeline

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

Simplicity Solutions, LLC held 22,912 SPEM 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 22,912 shares
    Change vs previous 13F -4,843 shares

    0.02% of the 13F portfolio, value $811,329.

    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 27,755 shares
    Change vs previous 13F -1,715 shares

    0.03% of the 13F portfolio, value $931,735.

    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 29,470 shares
    Change vs previous 13F -1,162 shares

    0.03% of the 13F portfolio, value $1,013,168.

    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 30,632 shares
    Change vs previous 13F +18,733 shares

    0.03% of the 13F portfolio, value $1,045,459.

    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 11,899 shares
    Change vs previous 13F -6,638 shares

    0.05% of the 13F portfolio, value $392,191.

    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 18,537 shares
    Change vs previous 13F -71,184 shares

    0.08% of the 13F portfolio, value $575,000.

    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 89,721 shares
    Change vs previous 13F -96,370 shares

    0.4% of the 13F portfolio, value $3,119,000.

    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 186,091 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,191,000.

    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).