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Disclosery

Simplicity Solutions, LLC: WFC position timeline

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

Simplicity Solutions, LLC held 68,768 WFC 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 68,768 shares
    Change vs previous 13F +1,553 shares

    0.09% of the 13F portfolio, value $3,384,758.

    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 67,215 shares
    Change vs previous 13F -18,733 shares

    0.09% of the 13F portfolio, value $2,746,391.

    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 85,948 shares
    Change vs previous 13F +18,169 shares

    0.1% of the 13F portfolio, value $3,668,260.

    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 67,779 shares
    Change vs previous 13F +38,840 shares

    0.07% of the 13F portfolio, value $2,533,583.

    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 28,939 shares
    Change vs previous 13F +3,743 shares

    0.16% of the 13F portfolio, value $1,194,897.

    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 25,196 shares
    Change vs previous 13F +6,296 shares

    0.15% of the 13F portfolio, value $1,013,000.

    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 18,900 shares
    Change vs previous 13F +5,242 shares

    0.1% of the 13F portfolio, value $740,000.

    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 13,658 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $662,000.

    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).