Skip to content

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

  1. period ended2024-09-30
    13F 2 shares
    Change 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), ingested

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

  2. period ended2024-06-30
    13F 1,853 shares
    Change 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), ingested

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

  3. period ended2024-03-31
    13F 1,872 shares
    Change 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), ingested

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

  4. period ended2023-12-31
    13F 1,851 shares
    Change 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), ingested

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

  5. period ended2023-09-30
    13F 1,920 shares
    Change 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), ingested

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

  6. period ended2023-06-30
    13F 1,638 shares
    Change 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), ingested

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

  7. period ended2023-03-31
    13F 1,505 shares
    Change 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), ingested

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

  8. period ended2022-12-31
    13F 1,232 shares
    Change 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), ingested

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