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Disclosery

Simplicity Solutions, LLC: SPY position timeline

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

Simplicity Solutions, LLC held 184,768 SPY 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 184,768 shares
    Change vs previous 13F +4,838 shares

    2.4% of the 13F portfolio, value $87,822,185.

    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 179,930 shares
    Change vs previous 13F -3,622 shares

    2.47% of the 13F portfolio, value $76,916,325.

    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 183,552 shares
    Change vs previous 13F -68,606 shares

    2.22% of the 13F portfolio, value $81,364,687.

    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 252,158 shares
    Change vs previous 13F +242,142 shares

    2.71% of the 13F portfolio, value $103,231,111.

    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 10,016 shares
    Change vs previous 13F -4,228 shares

    0.52% of the 13F portfolio, value $3,830,137.

    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 14,244 shares
    Change vs previous 13F -19,320 shares

    0.74% of the 13F portfolio, value $5,088,000.

    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 33,564 shares
    Change vs previous 13F -7,602 shares

    1.64% of the 13F portfolio, value $12,662,000.

    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 41,166 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $18,592,000.

    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).