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Simplicity Solutions, LLC: VBR position timeline

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

Simplicity Solutions, LLC held 6,109 VBR 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 6,109 shares
    Change vs previous 13F -661 shares

    0.03% of the 13F portfolio, value $1,099,569.

    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 6,770 shares
    Change vs previous 13F -5,000 shares

    0.03% of the 13F portfolio, value $1,079,694.

    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 11,770 shares
    Change vs previous 13F -4,822 shares

    0.05% of the 13F portfolio, value $1,946,767.

    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 16,592 shares
    Change vs previous 13F -7,507 shares

    0.07% of the 13F portfolio, value $2,634,133.

    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 24,099 shares
    Change vs previous 13F -11,627 shares

    0.52% of the 13F portfolio, value $3,826,918.

    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 35,726 shares
    Change vs previous 13F +362 shares

    0.74% of the 13F portfolio, value $5,124,000.

    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 35,364 shares
    Change vs previous 13F -375 shares

    0.69% of the 13F portfolio, value $5,298,000.

    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 35,739 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,288,000.

    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).