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Disclosery

Simplicity Solutions, LLC: WM position timeline

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

Simplicity Solutions, LLC held 14,310 WM 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 14,310 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $2,562,897.

    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 14,271 shares
    Change vs previous 13F -1,053 shares

    0.07% of the 13F portfolio, value $2,175,408.

    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 15,324 shares
    Change vs previous 13F -1,557 shares

    0.07% of the 13F portfolio, value $2,657,511.

    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 16,881 shares
    Change vs previous 13F +9,374 shares

    0.07% of the 13F portfolio, value $2,754,406.

    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 7,507 shares
    Change vs previous 13F +859 shares

    0.16% of the 13F portfolio, value $1,177,695.

    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 6,648 shares
    Change vs previous 13F -1,609 shares

    0.15% of the 13F portfolio, value $1,065,000.

    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 8,257 shares
    Change vs previous 13F +979 shares

    0.16% of the 13F portfolio, value $1,263,000.

    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 7,278 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,153,000.

    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).