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Disclosery

Simplicity Solutions, LLC: VOO position timeline

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

Simplicity Solutions, LLC held 123,474 VOO 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 123,474 shares
    Change vs previous 13F -364 shares

    1.47% of the 13F portfolio, value $53,933,329.

    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 123,838 shares
    Change vs previous 13F +625 shares

    1.56% of the 13F portfolio, value $48,631,134.

    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 123,213 shares
    Change vs previous 13F -27,134 shares

    1.37% of the 13F portfolio, value $50,182,180.

    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 150,347 shares
    Change vs previous 13F +80,012 shares

    1.48% of the 13F portfolio, value $56,541,023.

    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 70,335 shares
    Change vs previous 13F -3,462 shares

    3.36% of the 13F portfolio, value $24,711,629.

    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 73,797 shares
    Change vs previous 13F +31,493 shares

    3.51% of the 13F portfolio, value $24,227,000.

    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 42,304 shares
    Change vs previous 13F -25,247 shares

    1.9% of the 13F portfolio, value $14,675,000.

    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 67,551 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $28,046,000.

    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).