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Disclosery

Simplicity Solutions, LLC: WMT position timeline

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

Simplicity Solutions, LLC held 60,215 WMT 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 60,215 shares
    Change vs previous 13F +2,645 shares

    0.26% of the 13F portfolio, value $9,492,887.

    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 57,570 shares
    Change vs previous 13F -9,620 shares

    0.3% of the 13F portfolio, value $9,207,249.

    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 67,190 shares
    Change vs previous 13F -2,671 shares

    0.29% of the 13F portfolio, value $10,560,876.

    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 69,861 shares
    Change vs previous 13F +38,623 shares

    0.27% of the 13F portfolio, value $10,301,058.

    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 31,238 shares
    Change vs previous 13F +4,022 shares

    0.6% of the 13F portfolio, value $4,429,261.

    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 27,216 shares
    Change vs previous 13F +4,239 shares

    0.51% of the 13F portfolio, value $3,530,000.

    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 22,977 shares
    Change vs previous 13F +1,982 shares

    0.36% of the 13F portfolio, value $2,794,000.

    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 20,995 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,126,000.

    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).