Simplicity Solutions, LLC: UGP position timeline

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

Simplicity Solutions, LLC held 11,782 UGP shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

period ended2023-12-31
13F 11,782 shares
Change vs previous 13F -33,715 shares
<0.01% of the 13F portfolio, value $63,858.
13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 45,497 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $166,974.
13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
Filed 2023-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).