Skip to content
Disclosery

Simplicity Solutions, LLC: TAK position timeline

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

Simplicity Solutions, LLC held 241,462 TAK 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 241,462 shares
    Change vs previous 13F +27,947 shares

    0.09% of the 13F portfolio, value $3,445,661.

    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 213,515 shares
    Change vs previous 13F +955 shares

    0.11% of the 13F portfolio, value $3,303,075.

    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 212,560 shares
    Change vs previous 13F +16,655 shares

    0.09% of the 13F portfolio, value $3,339,318.

    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 195,905 shares
    Change vs previous 13F -2,456 shares

    0.08% of the 13F portfolio, value $3,228,517.

    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 198,361 shares
    Change vs previous 13F +6,726 shares

    0.42% of the 13F portfolio, value $3,094,429.

    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 191,635 shares
    Change vs previous 13F +35,347 shares

    0.36% of the 13F portfolio, value $2,486,000.

    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 156,288 shares
    Change vs previous 13F +37,169 shares

    0.28% of the 13F portfolio, value $2,194,000.

    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 119,119 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,706,000.

    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).