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Disclosery

SYSTM Wealth Solutions LLC: ELV position timeline

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

SYSTM Wealth Solutions LLC held 299 ELV 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 299 shares
    Change vs previous 13F -13,381 shares

    4.72% of the 13F portfolio, value $155,480.

    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 13,680 shares
    Change vs previous 13F -4,053 shares

    1.65% of the 13F portfolio, value $7,412,378.

    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 17,733 shares
    Change vs previous 13F +3,131 shares

    1.16% of the 13F portfolio, value $9,195,327.

    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 14,602 shares
    Change vs previous 13F +1,113 shares

    0.95% of the 13F portfolio, value $6,885,646.

    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 13,489 shares
    Change vs previous 13F +1,261 shares

    0.9% of the 13F portfolio, value $5,873,472.

    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 12,228 shares
    Change vs previous 13F -585 shares

    0.74% of the 13F portfolio, value $5,432,955.

    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 12,813 shares
    Change vs previous 13F -630 shares

    0.91% of the 13F portfolio, value $5,891,523.

    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 13,443 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,895,805.

    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).