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Disclosery

Simplicity Solutions, LLC: VNQ position timeline

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

Simplicity Solutions, LLC held 20,721 VNQ 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 20,721 shares
    Change vs previous 13F -11,535 shares

    0.05% of the 13F portfolio, value $1,830,892.

    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 32,256 shares
    Change vs previous 13F +17,270 shares

    0.08% of the 13F portfolio, value $2,440,511.

    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 14,986 shares
    Change vs previous 13F -4,957 shares

    0.03% of the 13F portfolio, value $1,252,218.

    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 19,943 shares
    Change vs previous 13F +15,879 shares

    0.04% of the 13F portfolio, value $1,656,011.

    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 4,064 shares
    Change vs previous 13F -5,136 shares

    0.05% of the 13F portfolio, value $335,160.

    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 9,200 shares
    Change vs previous 13F -3,258 shares

    0.11% of the 13F portfolio, value $737,000.

    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 12,458 shares
    Change vs previous 13F +144 shares

    0.15% of the 13F portfolio, value $1,135,000.

    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 12,314 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,334,000.

    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).