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Disclosery

Simplicity Solutions, LLC: UPS position timeline

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

Simplicity Solutions, LLC held 33,533 UPS 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 33,533 shares
    Change vs previous 13F +5,806 shares

    0.14% of the 13F portfolio, value $5,272,442.

    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 27,727 shares
    Change vs previous 13F -3,301 shares

    0.14% of the 13F portfolio, value $4,321,914.

    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 31,028 shares
    Change vs previous 13F -2,814 shares

    0.15% of the 13F portfolio, value $5,561,759.

    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 33,842 shares
    Change vs previous 13F +25,323 shares

    0.17% of the 13F portfolio, value $6,565,018.

    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 8,519 shares
    Change vs previous 13F -1,568 shares

    0.2% of the 13F portfolio, value $1,480,947.

    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 10,087 shares
    Change vs previous 13F +1,086 shares

    0.24% of the 13F portfolio, value $1,629,000.

    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 9,001 shares
    Change vs previous 13F +1,350 shares

    0.21% of the 13F portfolio, value $1,643,000.

    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 7,651 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,641,000.

    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).