SYSTM Wealth Solutions LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on COST, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 2 COST shares at 2024-09-30 per its 13F-HR filed 2024-11-14.
the latest 13F is the newest step
- period ended2024-09-3013F 2 sharesChange vs previous 13F -1,851 shares
0.05% of the 13F portfolio, value $1,774.
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 1,853 sharesChange vs previous 13F -19 shares
0.35% of the 13F portfolio, value $1,574,610.
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 1,872 sharesChange vs previous 13F +21 shares
0.17% of the 13F portfolio, value $1,371,838.
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 1,851 sharesChange vs previous 13F -69 shares
0.17% of the 13F portfolio, value $1,221,890.
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 1,920 sharesChange vs previous 13F +282 shares
0.17% of the 13F portfolio, value $1,084,506.
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 1,638 sharesChange vs previous 13F +133 shares
0.12% of the 13F portfolio, value $881,984.
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 1,505 sharesChange vs previous 13F +273 shares
0.12% of the 13F portfolio, value $747,808.
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 1,232 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $562,418.
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).