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Disclosery

Simplicity Solutions, LLC: VT position timeline

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

Simplicity Solutions, LLC held 471,911 VT 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 471,911 shares
    Change vs previous 13F -2,531 shares

    1.33% of the 13F portfolio, value $48,550,235.

    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 474,442 shares
    Change vs previous 13F -139,528 shares

    1.42% of the 13F portfolio, value $44,208,550.

    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 613,970 shares
    Change vs previous 13F +47,826 shares

    1.63% of the 13F portfolio, value $59,542,838.

    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 566,144 shares
    Change vs previous 13F +561,386 shares

    1.37% of the 13F portfolio, value $52,136,201.

    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 4,758 shares
    Change vs previous 13F -671 shares

    0.06% of the 13F portfolio, value $410,092.

    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 5,429 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $428,000.

    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 5,765 shares
    Change vs previous 13F +2,349 shares

    0.06% of the 13F portfolio, value $492,000.

    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 3,416 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $346,000.

    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).