SYSTM Wealth Solutions LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on DIS, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 14 DIS shares at 2024-09-30 per its 13F-HR filed 2024-11-14.
the latest 13F is the newest step
- period ended2024-09-3013F 14 sharesChange vs previous 13F -3,455 shares
0.04% of the 13F portfolio, value $1,347.
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 3,469 sharesChange vs previous 13F -132 shares
0.08% of the 13F portfolio, value $344,433.
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 3,601 sharesChange vs previous 13F +476 shares
0.06% of the 13F portfolio, value $440,613.
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 3,125 sharesChange vs previous 13F +197 shares
0.04% of the 13F portfolio, value $282,501.
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 2,928 sharesChange vs previous 13F -8,927 shares
0.04% of the 13F portfolio, value $237,330.
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 11,855 sharesChange vs previous 13F +94 shares
0.14% of the 13F portfolio, value $1,058,431.
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 11,761 sharesChange vs previous 13F -280 shares
0.18% of the 13F portfolio, value $1,177,648.
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 12,041 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,046,138.
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).