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Disclosery

Simplicity Solutions, LLC: VMBS position timeline

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

Simplicity Solutions, LLC held 9,939 VMBS 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 9,939 shares
    Change vs previous 13F -258 shares

    0.01% of the 13F portfolio, value $460,780.

    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 10,197 shares
    Change vs previous 13F -162,426 shares

    0.01% of the 13F portfolio, value $446,425.

    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 172,623 shares
    Change vs previous 13F +165,037 shares

    0.22% of the 13F portfolio, value $7,938,965.

    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 7,586 shares
    Change vs previous 13F -1,112 shares

    0.01% of the 13F portfolio, value $353,106.

    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 8,698 shares
    Change vs previous 13F -5,107 shares

    0.05% of the 13F portfolio, value $395,910.

    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 13,805 shares
    Change vs previous 13F -1,442 shares

    0.09% of the 13F portfolio, value $622,000.

    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 15,247 shares
    Change vs previous 13F +179 shares

    0.09% of the 13F portfolio, value $729,000.

    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 15,068 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $755,000.

    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).