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Disclosery

SYSTM Wealth Solutions LLC: FISV position timeline

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

SYSTM Wealth Solutions LLC held 0 FISV 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 0 shares
    Change vs previous 13F -20,582 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 20,582 shares
    Change vs previous 13F +5,379 shares

    0.68% of the 13F portfolio, value $3,067,542.

    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 15,203 shares
    Change vs previous 13F +774 shares

    0.31% of the 13F portfolio, value $2,429,744.

    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 14,429 shares
    Change vs previous 13F -2,403 shares

    0.27% of the 13F portfolio, value $1,916,749.

    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 16,832 shares
    Change vs previous 13F -585 shares

    0.29% of the 13F portfolio, value $1,901,343.

    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 17,417 shares
    Change vs previous 13F +232 shares

    0.3% of the 13F portfolio, value $2,197,155.

    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 17,185 shares
    Change vs previous 13F +465 shares

    0.3% of the 13F portfolio, value $1,942,421.

    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 16,720 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,689,890.

    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).