Skip to content
Disclosery

Simplicity Solutions, LLC: SRE position timeline

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

Simplicity Solutions, LLC held 9,646 SRE 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 9,646 shares
    Change vs previous 13F -377 shares

    0.02% of the 13F portfolio, value $720,840.

    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 10,023 shares
    Change vs previous 13F +3,736 shares

    0.02% of the 13F portfolio, value $681,860.

    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 6,287 shares
    Change vs previous 13F +947 shares

    0.02% of the 13F portfolio, value $915,332.

    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 5,340 shares
    Change vs previous 13F +3,149 shares

    0.02% of the 13F portfolio, value $807,253.

    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 2,191 shares
    Change vs previous 13F +132 shares

    0.05% of the 13F portfolio, value $338,567.

    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 2,059 shares
    Change vs previous 13F -2,588 shares

    0.04% of the 13F portfolio, value $309,000.

    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 4,647 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $698,000.

    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 4,448 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $747,000.

    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).