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Disclosery

SYSTM Wealth Solutions LLC: ARES position timeline

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

SYSTM Wealth Solutions LLC held 0 ARES shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -17,366 shares

    13F-HR 0001104659-24-118217 filed by SYSTM Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 17,366 shares
    Change vs previous 13F -2,861 shares

    0.52% of the 13F portfolio, value $2,314,489.

    13F-HR 0001104659-24-088149 filed by SYSTM Wealth 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 ended2024-03-31
    13F 20,227 shares
    Change vs previous 13F +257 shares

    0.34% of the 13F portfolio, value $2,689,794.

    13F-HR 0001104659-24-052272 filed by SYSTM Wealth 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 ended2023-12-31
    13F 19,970 shares
    Change vs previous 13F -3,533 shares

    0.33% of the 13F portfolio, value $2,374,798.

    13F-HR 0001104659-24-023176 filed by SYSTM Wealth 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 ended2023-09-30
    13F 23,503 shares
    Change vs previous 13F +3,721 shares

    0.37% of the 13F portfolio, value $2,417,736.

    13F-HR 0001104659-23-117772 filed by SYSTM Wealth 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 ended2023-06-30
    13F 19,782 shares
    Change vs previous 13F +10,300 shares

    0.26% of the 13F portfolio, value $1,906,000.

    13F-HR 0001104659-23-091528 filed by SYSTM Wealth 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 ended2023-03-31
    13F 9,482 shares
    Change vs previous 13F -4,198 shares

    0.12% of the 13F portfolio, value $791,151.

    13F-HR 0001104659-23-059516 filed by SYSTM Wealth 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 ended2022-12-31
    13F 13,680 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $936,280.

    13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).