SYSTM Wealth Solutions LLC: AXP position timeline

SYSTM Wealth Solutions LLC held 0 AXP 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 -1,807 shares

   13F-HR 0001104659-24-118217 filed by SYSTM Wealth Solutions LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   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 1,807 shares

   Change vs previous 13F -1,325 shares

   0.09% of the 13F portfolio, value $418,426.

   13F-HR 0001104659-24-088149 filed by SYSTM Wealth Solutions LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 3,132 shares

   Change vs previous 13F -187 shares

   0.09% of the 13F portfolio, value $713,054.

   13F-HR 0001104659-24-052272 filed by SYSTM Wealth Solutions LLC
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 3,319 shares

   Change vs previous 13F -409 shares

   0.09% of the 13F portfolio, value $621,691.

   13F-HR 0001104659-24-023176 filed by SYSTM Wealth Solutions LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 3,728 shares

   Change vs previous 13F +336 shares

   0.09% of the 13F portfolio, value $556,233.

   13F-HR 0001104659-23-117772 filed by SYSTM Wealth Solutions LLC
   Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 3,392 shares

   Change vs previous 13F +663 shares

   0.08% of the 13F portfolio, value $590,804.

   13F-HR 0001104659-23-091528 filed by SYSTM Wealth Solutions LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 2,729 shares

   Change vs previous 13F -2,619 shares

   0.07% of the 13F portfolio, value $450,108.

   13F-HR 0001104659-23-059516 filed by SYSTM Wealth Solutions LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 5,348 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $790,209.

   13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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