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Disclosery

Simplicity Solutions, LLC: VTIP position timeline

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

Simplicity Solutions, LLC held 605,718 VTIP 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 605,718 shares
    Change vs previous 13F -107,917 shares

    0.79% of the 13F portfolio, value $28,765,526.

    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 713,635 shares
    Change vs previous 13F +26,840 shares

    1.08% of the 13F portfolio, value $33,740,682.

    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 686,795 shares
    Change vs previous 13F +18,571 shares

    0.89% of the 13F portfolio, value $32,567,814.

    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 668,224 shares
    Change vs previous 13F +592,519 shares

    0.84% of the 13F portfolio, value $31,954,464.

    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 75,705 shares
    Change vs previous 13F +13,349 shares

    0.48% of the 13F portfolio, value $3,536,195.

    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 62,356 shares
    Change vs previous 13F +11,510 shares

    0.43% of the 13F portfolio, value $3,000,000.

    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 50,846 shares
    Change vs previous 13F +4,728 shares

    0.33% of the 13F portfolio, value $2,548,000.

    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 46,118 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,362,000.

    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).