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Disclosery

Simplicity Solutions, LLC: WELL position timeline

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

Simplicity Solutions, LLC held 10,761 WELL 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 10,761 shares
    Change vs previous 13F +407 shares

    0.03% of the 13F portfolio, value $970,332.

    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 10,354 shares
    Change vs previous 13F -1,550 shares

    0.03% of the 13F portfolio, value $848,208.

    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 11,904 shares
    Change vs previous 13F +245 shares

    0.03% of the 13F portfolio, value $962,931.

    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 11,659 shares
    Change vs previous 13F +4,753 shares

    0.02% of the 13F portfolio, value $835,837.

    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 6,906 shares
    Change vs previous 13F +1,490 shares

    0.06% of the 13F portfolio, value $452,660.

    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 5,416 shares
    Change vs previous 13F -5,038 shares

    0.05% of the 13F portfolio, value $348,000.

    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 10,454 shares
    Change vs previous 13F +1,883 shares

    0.11% of the 13F portfolio, value $860,000.

    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 8,571 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $824,000.

    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).