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Disclosery

Simplicity Solutions, LLC: STIP position timeline

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

Simplicity Solutions, LLC held 84,360 STIP 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 84,360 shares
    Change vs previous 13F +13,283 shares

    0.23% of the 13F portfolio, value $8,317,053.

    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 71,077 shares
    Change vs previous 13F -11,419 shares

    0.22% of the 13F portfolio, value $6,888,752.

    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 82,496 shares
    Change vs previous 13F +205 shares

    0.22% of the 13F portfolio, value $8,051,620.

    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 82,291 shares
    Change vs previous 13F +78,205 shares

    0.21% of the 13F portfolio, value $8,165,738.

    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 4,086 shares
    Change vs previous 13F -1,760 shares

    0.05% of the 13F portfolio, value $396,179.

    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 5,846 shares
    Change vs previous 13F -2,313 shares

    0.08% of the 13F portfolio, value $562,000.

    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 8,159 shares
    Change vs previous 13F +488 shares

    0.11% of the 13F portfolio, value $828,000.

    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 7,671 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $805,000.

    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).