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
- period ended2024-09-3013F 495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 30,515 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 30,115 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 23,368 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 22,822 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 21,177 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 22,704 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 16,027 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).