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Disclosery

Simplicity Solutions, LLC: VHT position timeline

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

Simplicity Solutions, LLC held 28,580 VHT 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 28,580 shares
    Change vs previous 13F -7,354 shares

    0.2% of the 13F portfolio, value $7,165,091.

    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 35,934 shares
    Change vs previous 13F +6,600 shares

    0.27% of the 13F portfolio, value $8,448,112.

    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 29,334 shares
    Change vs previous 13F -5,639 shares

    0.2% of the 13F portfolio, value $7,181,665.

    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 34,973 shares
    Change vs previous 13F +32,688 shares

    0.22% of the 13F portfolio, value $8,339,765.

    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 2,285 shares
    Change vs previous 13F -180 shares

    0.08% of the 13F portfolio, value $566,886.

    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 2,465 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $552,000.

    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 2,365 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $557,000.

    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 2,265 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $576,000.

    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).