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Disclosery

Simplicity Solutions, LLC: USMV position timeline

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

Simplicity Solutions, LLC held 13,698 USMV 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 13,698 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $1,068,864.

    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 13,823 shares
    Change vs previous 13F -8,694 shares

    0.03% of the 13F portfolio, value $1,000,496.

    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 22,517 shares
    Change vs previous 13F -2,233 shares

    0.05% of the 13F portfolio, value $1,673,688.

    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 24,750 shares
    Change vs previous 13F +18,269 shares

    0.05% of the 13F portfolio, value $1,800,264.

    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 6,481 shares
    Change vs previous 13F +637 shares

    0.06% of the 13F portfolio, value $467,280.

    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 5,844 shares
    Change vs previous 13F +433 shares

    0.06% of the 13F portfolio, value $386,000.

    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 5,411 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $380,000.

    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 5,448 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $423,000.

    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).