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Disclosery

Simplicity Solutions, LLC: XLI position timeline

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

Simplicity Solutions, LLC held 7,680 XLI 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 7,680 shares
    Change vs previous 13F -2,455 shares

    0.02% of the 13F portfolio, value $875,458.

    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 10,135 shares
    Change vs previous 13F +3,850 shares

    0.03% of the 13F portfolio, value $1,027,527.

    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 6,285 shares
    Change vs previous 13F -10,178 shares

    0.02% of the 13F portfolio, value $674,498.

    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 16,463 shares
    Change vs previous 13F +9,686 shares

    0.04% of the 13F portfolio, value $1,665,701.

    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 6,777 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $665,581.

    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).