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Disclosery

Simplicity Solutions, LLC: XLK position timeline

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

Simplicity Solutions, LLC held 16,438 XLK 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 16,438 shares
    Change vs previous 13F +2,152 shares

    0.09% of the 13F portfolio, value $3,164,003.

    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 14,286 shares
    Change vs previous 13F -1,815 shares

    0.08% of the 13F portfolio, value $2,341,871.

    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 16,101 shares
    Change vs previous 13F -9,709 shares

    0.08% of the 13F portfolio, value $2,799,330.

    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 25,810 shares
    Change vs previous 13F +21,757 shares

    0.1% of the 13F portfolio, value $3,897,689.

    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 4,053 shares
    Change vs previous 13F -4,368 shares

    0.07% of the 13F portfolio, value $504,355.

    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 8,421 shares
    Change vs previous 13F +4,620 shares

    0.14% of the 13F portfolio, value $1,000,000.

    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 3,801 shares
    Change vs previous 13F -29,504 shares

    0.06% of the 13F portfolio, value $483,000.

    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 33,305 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,294,000.

    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).