SYSTM Wealth Solutions LLC: BKR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on BKR, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 0 BKR shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 0 sharesChange vs previous 13F -6,616 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 6,616 sharesChange vs previous 13F +9 shares
0.03% of the 13F portfolio, value $221,621.
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 6,607 sharesChange vs previous 13F -7,517 shares
0.03% of the 13F portfolio, value $225,830.
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 14,124 sharesChange vs previous 13F +3,014 shares
0.08% of the 13F portfolio, value $498,863.
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 11,110 sharesChange vs previous 13F +1,481 shares
0.05% of the 13F portfolio, value $351,201.
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 9,629 sharesChange vs previous 13F -6,933 shares
0.04% of the 13F portfolio, value $277,882.
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 16,562 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $489,069.
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).