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Disclosery

Simplicity Solutions, LLC: UGI position timeline

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

Simplicity Solutions, LLC held 102,102 UGI 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 102,102 shares
    Change vs previous 13F +17,560 shares

    0.07% of the 13F portfolio, value $2,511,721.

    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 84,542 shares
    Change vs previous 13F +8,157 shares

    0.06% of the 13F portfolio, value $1,944,457.

    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 76,385 shares
    Change vs previous 13F +10,106 shares

    0.06% of the 13F portfolio, value $2,060,113.

    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 66,279 shares
    Change vs previous 13F +8,854 shares

    0.06% of the 13F portfolio, value $2,303,844.

    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 57,425 shares
    Change vs previous 13F +2,522 shares

    0.29% of the 13F portfolio, value $2,128,744.

    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 54,903 shares
    Change vs previous 13F +9,532 shares

    0.26% of the 13F portfolio, value $1,775,000.

    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 45,371 shares
    Change vs previous 13F +9,231 shares

    0.23% of the 13F portfolio, value $1,752,000.

    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 36,140 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,309,000.

    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).