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Disclosery

Simplicity Solutions, LLC: WMB position timeline

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

Simplicity Solutions, LLC held 188,649 WMB 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 188,649 shares
    Change vs previous 13F -5,850 shares

    0.18% of the 13F portfolio, value $6,570,628.

    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 194,499 shares
    Change vs previous 13F +774 shares

    0.21% of the 13F portfolio, value $6,552,658.

    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 193,725 shares
    Change vs previous 13F +13,913 shares

    0.17% of the 13F portfolio, value $6,321,250.

    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 179,812 shares
    Change vs previous 13F +150,996 shares

    0.14% of the 13F portfolio, value $5,369,173.

    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 28,816 shares
    Change vs previous 13F -3,384 shares

    0.13% of the 13F portfolio, value $948,055.

    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 32,200 shares
    Change vs previous 13F +2,749 shares

    0.13% of the 13F portfolio, value $922,000.

    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 29,451 shares
    Change vs previous 13F +9,057 shares

    0.12% of the 13F portfolio, value $919,000.

    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 20,394 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $681,000.

    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).