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Disclosery

Simplicity Solutions, LLC: VTI position timeline

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

Simplicity Solutions, LLC held 44,671 VTI 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 44,671 shares
    Change vs previous 13F -10,600 shares

    0.29% of the 13F portfolio, value $10,596,989.

    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 55,271 shares
    Change vs previous 13F -17,782 shares

    0.38% of the 13F portfolio, value $11,740,042.

    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 73,053 shares
    Change vs previous 13F -3,464 shares

    0.44% of the 13F portfolio, value $16,092,027.

    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 76,517 shares
    Change vs previous 13F +70,074 shares

    0.41% of the 13F portfolio, value $15,616,972.

    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 6,443 shares
    Change vs previous 13F -2,409 shares

    0.17% of the 13F portfolio, value $1,231,887.

    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 8,852 shares
    Change vs previous 13F -528 shares

    0.23% of the 13F portfolio, value $1,589,000.

    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 9,380 shares
    Change vs previous 13F -420 shares

    0.23% of the 13F portfolio, value $1,769,000.

    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 9,800 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,231,000.

    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).