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Disclosery

Simplicity Solutions, LLC: XLE position timeline

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

Simplicity Solutions, LLC held 56,075 XLE 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 56,075 shares
    Change vs previous 13F -6,591 shares

    0.13% of the 13F portfolio, value $4,701,353.

    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 62,666 shares
    Change vs previous 13F -1,207 shares

    0.18% of the 13F portfolio, value $5,664,390.

    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 63,873 shares
    Change vs previous 13F -15,325 shares

    0.14% of the 13F portfolio, value $5,184,604.

    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 79,198 shares
    Change vs previous 13F +48,005 shares

    0.17% of the 13F portfolio, value $6,559,941.

    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 31,193 shares
    Change vs previous 13F +640 shares

    0.37% of the 13F portfolio, value $2,728,430.

    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 30,553 shares
    Change vs previous 13F +2,963 shares

    0.32% of the 13F portfolio, value $2,200,000.

    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 27,590 shares
    Change vs previous 13F +1,688 shares

    0.26% of the 13F portfolio, value $1,973,000.

    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 25,902 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,980,000.

    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).