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Disclosery

SYSTM Wealth Solutions LLC: CUBE position timeline

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

SYSTM Wealth Solutions LLC held 2,077 CUBE 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 2,077 shares
    Change vs previous 13F -74,385 shares

    3.39% of the 13F portfolio, value $111,805.

    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 76,462 shares
    Change vs previous 13F -11,663 shares

    0.77% of the 13F portfolio, value $3,453,803.

    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 88,125 shares
    Change vs previous 13F -8,624 shares

    0.51% of the 13F portfolio, value $4,005,354.

    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 96,749 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,508,135.

    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).