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Disclosery

Simplicity Solutions, LLC: VOE position timeline

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

Simplicity Solutions, LLC held 56,649 VOE 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 56,649 shares
    Change vs previous 13F -1,155 shares

    0.22% of the 13F portfolio, value $8,214,694.

    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 57,804 shares
    Change vs previous 13F -4,216 shares

    0.24% of the 13F portfolio, value $7,569,961.

    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 62,020 shares
    Change vs previous 13F -14,851 shares

    0.23% of the 13F portfolio, value $8,582,273.

    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 76,871 shares
    Change vs previous 13F +72,486 shares

    0.27% of the 13F portfolio, value $10,306,051.

    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 4,385 shares
    Change vs previous 13F -550 shares

    0.08% of the 13F portfolio, value $593,027.

    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 4,935 shares
    Change vs previous 13F -831 shares

    0.09% of the 13F portfolio, value $601,000.

    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 5,766 shares
    Change vs previous 13F -731 shares

    0.1% of the 13F portfolio, value $747,000.

    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 6,497 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $972,000.

    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).