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Simplicity Solutions, LLC: VFH position timeline

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

Simplicity Solutions, LLC held 9,851 VFH 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 9,851 shares
    Change vs previous 13F -21,345 shares

    0.02% of the 13F portfolio, value $908,851.

    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 31,196 shares
    Change vs previous 13F +26,312 shares

    0.08% of the 13F portfolio, value $2,505,645.

    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 4,884 shares
    Change vs previous 13F +845 shares

    0.01% of the 13F portfolio, value $396,751.

    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 4,039 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $314,574.

    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).