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Disclosery

Simplicity Solutions, LLC: V position timeline

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

Simplicity Solutions, LLC held 50,384 V 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 50,384 shares
    Change vs previous 13F +3,268 shares

    0.36% of the 13F portfolio, value $13,117,655.

    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 47,116 shares
    Change vs previous 13F -4,741 shares

    0.35% of the 13F portfolio, value $10,837,251.

    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 51,857 shares
    Change vs previous 13F -1,296 shares

    0.34% of the 13F portfolio, value $12,314,866.

    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 53,153 shares
    Change vs previous 13F +27,273 shares

    0.31% of the 13F portfolio, value $11,983,864.

    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 25,880 shares
    Change vs previous 13F +719 shares

    0.73% of the 13F portfolio, value $5,376,992.

    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 25,161 shares
    Change vs previous 13F +4,208 shares

    0.65% of the 13F portfolio, value $4,470,000.

    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 20,953 shares
    Change vs previous 13F +2,398 shares

    0.53% of the 13F portfolio, value $4,126,000.

    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 18,555 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,115,000.

    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).