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Disclosery

SYSTM Wealth Solutions LLC: AVGO position timeline

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

SYSTM Wealth Solutions LLC held 29 AVGO 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 29 shares
    Change vs previous 13F -3,794 shares

    0.15% of the 13F portfolio, value $5,003.

    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).

  2. period ended2024-06-30
    13F 3,823 shares
    Change vs previous 13F -1,084 shares

    1.37% of the 13F portfolio, value $6,137,378.

    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 4,907 shares
    Change vs previous 13F +113 shares

    0.82% of the 13F portfolio, value $6,503,261.

    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 4,794 shares
    Change vs previous 13F -277 shares

    0.74% of the 13F portfolio, value $5,350,920.

    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 5,071 shares
    Change vs previous 13F +167 shares

    0.65% of the 13F portfolio, value $4,211,726.

    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 4,904 shares
    Change vs previous 13F +617 shares

    0.58% of the 13F portfolio, value $4,253,522.

    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 4,287 shares
    Change vs previous 13F -2,335 shares

    0.42% of the 13F portfolio, value $2,749,983.

    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 6,622 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,702,737.

    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).