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SYSTM Wealth Solutions LLC: CRM position timeline

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

SYSTM Wealth Solutions LLC held 2 CRM 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 -243 shares

    0.02% of the 13F portfolio, value $548.

    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 245 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $63,020.

    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 635 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $191,441.

    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 647 shares
    Change vs previous 13F -378 shares

    0.02% of the 13F portfolio, value $170,252.

    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 1,025 shares
    Change vs previous 13F -3,547 shares

    0.03% of the 13F portfolio, value $207,850.

    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 4,572 shares
    Change vs previous 13F +1,430 shares

    0.13% of the 13F portfolio, value $965,881.

    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 3,142 shares
    Change vs previous 13F -1,704 shares

    0.1% of the 13F portfolio, value $627,709.

    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 4,846 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $642,531.

    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).