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Disclosery

Simplicity Solutions, LLC: XYZ position timeline

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

Simplicity Solutions, LLC held 6,508 XYZ 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 6,508 shares
    Change vs previous 13F +1,620 shares

    0.01% of the 13F portfolio, value $503,394.

    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 4,888 shares
    Change vs previous 13F -3,222 shares

    0.01% of the 13F portfolio, value $216,343.

    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 8,110 shares
    Change vs previous 13F -6,010 shares

    0.01% of the 13F portfolio, value $539,883.

    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 14,120 shares
    Change vs previous 13F +8,948 shares

    0.03% of the 13F portfolio, value $969,308.

    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 5,172 shares
    Change vs previous 13F +1,417 shares

    0.04% of the 13F portfolio, value $325,008.

    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 3,755 shares
    Change vs previous 13F -1,243 shares

    0.03% of the 13F portfolio, value $206,000.

    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 4,998 shares
    Change vs previous 13F -673 shares

    0.04% of the 13F portfolio, value $307,000.

    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 5,671 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $769,000.

    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).