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Disclosery

Simplicity Solutions, LLC: XLF position timeline

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

Simplicity Solutions, LLC held 40,842 XLF 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 40,842 shares
    Change vs previous 13F +4,766 shares

    0.04% of the 13F portfolio, value $1,535,694.

    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 36,076 shares
    Change vs previous 13F -2,686 shares

    0.04% of the 13F portfolio, value $1,196,647.

    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 38,762 shares
    Change vs previous 13F -64,340 shares

    0.04% of the 13F portfolio, value $1,306,665.

    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 103,102 shares
    Change vs previous 13F +80,034 shares

    0.09% of the 13F portfolio, value $3,314,713.

    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 23,068 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $788,926.

    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 23,161 shares
    Change vs previous 13F -18,968 shares

    0.1% of the 13F portfolio, value $703,000.

    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 42,129 shares
    Change vs previous 13F -3,038 shares

    0.17% of the 13F portfolio, value $1,325,000.

    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 45,167 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,731,000.

    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).