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Disclosery

Simplicity Solutions, LLC: SPSM position timeline

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

Simplicity Solutions, LLC held 4,789 SPSM 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 4,789 shares
    Change vs previous 13F -1,132 shares

    0.01% of the 13F portfolio, value $202,000.

    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 5,921 shares
    Change vs previous 13F -2,901 shares

    0.01% of the 13F portfolio, value $218,485.

    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 8,822 shares
    Change vs previous 13F -4,729 shares

    0.01% of the 13F portfolio, value $342,646.

    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 13,551 shares
    Change vs previous 13F -2,629 shares

    0.01% of the 13F portfolio, value $511,821.

    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 16,180 shares
    Change vs previous 13F -14,762 shares

    0.08% of the 13F portfolio, value $598,175.

    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 30,942 shares
    Change vs previous 13F -108,064 shares

    0.15% of the 13F portfolio, value $1,054,000.

    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 139,006 shares
    Change vs previous 13F +19,060 shares

    0.65% of the 13F portfolio, value $5,001,000.

    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 119,946 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,046,000.

    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).