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Disclosery

Simplicity Solutions, LLC: SYY position timeline

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

Simplicity Solutions, LLC held 47,260 SYY 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 47,260 shares
    Change vs previous 13F -1,046 shares

    0.09% of the 13F portfolio, value $3,456,112.

    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 48,306 shares
    Change vs previous 13F -8,444 shares

    0.1% of the 13F portfolio, value $3,190,631.

    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 56,750 shares
    Change vs previous 13F +37,120 shares

    0.12% of the 13F portfolio, value $4,210,856.

    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 19,630 shares
    Change vs previous 13F +15,014 shares

    0.04% of the 13F portfolio, value $1,516,032.

    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 4,616 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $352,865.

    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 4,534 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $321,000.

    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 4,553 shares
    Change vs previous 13F +687 shares

    0.05% of the 13F portfolio, value $386,000.

    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 3,866 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $316,000.

    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).