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Disclosery

Simplicity Solutions, LLC: STZ position timeline

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

Simplicity Solutions, LLC held 2,708 STZ 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 2,708 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $654,759.

    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 2,634 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $662,087.

    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 3,406 shares
    Change vs previous 13F -1,170 shares

    0.02% of the 13F portfolio, value $838,383.

    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 4,576 shares
    Change vs previous 13F +3,060 shares

    0.03% of the 13F portfolio, value $1,033,813.

    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 1,516 shares
    Change vs previous 13F -829 shares

    0.05% of the 13F portfolio, value $351,371.

    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 2,345 shares
    Change vs previous 13F +1,008 shares

    0.08% of the 13F portfolio, value $538,000.

    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 1,337 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $312,000.

    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 1,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $232,000.

    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).