Simplicity Solutions, LLC: SPTM position timeline

Simplicity Solutions, LLC held 42,603 SPTM 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 42,603 shares

   Change vs previous 13F +718 shares

   0.07% of the 13F portfolio, value $2,490,157.

   13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-09-30

   13F 41,885 shares

   Change vs previous 13F +2,272 shares

   0.07% of the 13F portfolio, value $2,198,551.

   13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
   Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-06-30

   13F 39,613 shares

   Change vs previous 13F +28,267 shares

   0.06% of the 13F portfolio, value $2,156,517.

   13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-03-31

   13F 11,346 shares

   Change vs previous 13F +11,346 shares

   0.02% of the 13F portfolio, value $572,169.

   13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-03-31

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
   Filed 2022-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.