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Disclosery

Simplicity Solutions, LLC: VIG position timeline

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

Simplicity Solutions, LLC held 58,998 VIG 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 58,998 shares
    Change vs previous 13F -1,069 shares

    0.27% of the 13F portfolio, value $10,053,196.

    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 60,067 shares
    Change vs previous 13F -4,300 shares

    0.3% of the 13F portfolio, value $9,333,147.

    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 64,367 shares
    Change vs previous 13F -13,940 shares

    0.29% of the 13F portfolio, value $10,455,112.

    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 78,307 shares
    Change vs previous 13F +73,643 shares

    0.32% of the 13F portfolio, value $12,059,992.

    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 4,664 shares
    Change vs previous 13F -1,604 shares

    0.1% of the 13F portfolio, value $708,257.

    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 6,268 shares
    Change vs previous 13F -395 shares

    0.12% of the 13F portfolio, value $847,000.

    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 6,663 shares
    Change vs previous 13F +834 shares

    0.12% of the 13F portfolio, value $956,000.

    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 5,829 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $945,000.

    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).