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Disclosery

Simplicity Solutions, LLC: XLV position timeline

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

Simplicity Solutions, LLC held 29,745 XLV 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 29,745 shares
    Change vs previous 13F +876 shares

    0.11% of the 13F portfolio, value $4,056,666.

    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 28,869 shares
    Change vs previous 13F +6,524 shares

    0.12% of the 13F portfolio, value $3,716,572.

    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 22,345 shares
    Change vs previous 13F -8,427 shares

    0.08% of the 13F portfolio, value $2,965,900.

    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 30,772 shares
    Change vs previous 13F +15,618 shares

    0.1% of the 13F portfolio, value $3,983,804.

    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 15,154 shares
    Change vs previous 13F +8,983 shares

    0.28% of the 13F portfolio, value $2,058,619.

    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 6,171 shares
    Change vs previous 13F -3,658 shares

    0.11% of the 13F portfolio, value $747,000.

    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 9,829 shares
    Change vs previous 13F +2,063 shares

    0.16% of the 13F portfolio, value $1,261,000.

    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 7,766 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,064,000.

    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).