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Disclosery

SYSTM Wealth Solutions LLC: BKH position timeline

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

SYSTM Wealth Solutions LLC held 0 BKH shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -6,052 shares

    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).

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

  2. period ended2023-09-30
    13F 6,052 shares
    Change vs previous 13F -3,193 shares

    0.05% of the 13F portfolio, value $306,190.

    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).

  3. period ended2023-06-30
    13F 9,245 shares
    Change vs previous 13F -470 shares

    0.08% of the 13F portfolio, value $557,116.

    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).

  4. period ended2023-03-31
    13F 9,715 shares
    Change vs previous 13F -3,722 shares

    0.09% of the 13F portfolio, value $613,025.

    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).

  5. period ended2022-12-31
    13F 13,437 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $945,144.

    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).