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Disclosery

Simplicity Solutions, LLC: SPYM position timeline

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

Simplicity Solutions, LLC held 100,252 SPYM 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 100,252 shares
    Change vs previous 13F -4,681 shares

    0.15% of the 13F portfolio, value $5,604,094.

    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 104,933 shares
    Change vs previous 13F -13,126 shares

    0.17% of the 13F portfolio, value $5,273,944.

    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 118,059 shares
    Change vs previous 13F -148,566 shares

    0.17% of the 13F portfolio, value $6,152,039.

    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 266,625 shares
    Change vs previous 13F +223,225 shares

    0.34% of the 13F portfolio, value $12,838,015.

    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 43,400 shares
    Change vs previous 13F +43,400 shares

    0.27% of the 13F portfolio, value $1,952,113.

    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 ended2022-06-30
    13F 0 shares
    Change vs previous 13F -19,170 shares

    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).

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

  7. period ended2022-03-31
    13F 19,170 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,018,000.

    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).