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SYSTM Wealth Solutions LLC: AVY position timeline

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

SYSTM Wealth Solutions LLC held 495 AVY 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 495 shares
    Change vs previous 13F -30,020 shares

    3.32% of the 13F portfolio, value $109,277.

    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 30,515 shares
    Change vs previous 13F +400 shares

    1.49% of the 13F portfolio, value $6,672,058.

    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 30,115 shares
    Change vs previous 13F +6,747 shares

    0.85% of the 13F portfolio, value $6,723,172.

    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 23,368 shares
    Change vs previous 13F +546 shares

    0.65% of the 13F portfolio, value $4,724,112.

    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 22,822 shares
    Change vs previous 13F +1,645 shares

    0.64% of the 13F portfolio, value $4,168,893.

    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 21,177 shares
    Change vs previous 13F -1,527 shares

    0.49% of the 13F portfolio, value $3,638,180.

    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 22,704 shares
    Change vs previous 13F +6,677 shares

    0.63% of the 13F portfolio, value $4,062,516.

    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 16,027 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,900,805.

    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).