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Disclosery

SYSTM Wealth Solutions LLC: GS position timeline

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

SYSTM Wealth Solutions LLC held 96 GS 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 96 shares
    Change vs previous 13F -12,904 shares

    1.44% of the 13F portfolio, value $47,531.

    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 13,000 shares
    Change vs previous 13F -3,278 shares

    1.31% of the 13F portfolio, value $5,880,339.

    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 16,278 shares
    Change vs previous 13F +1,258 shares

    0.86% of the 13F portfolio, value $6,799,329.

    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 15,020 shares
    Change vs previous 13F +1,130 shares

    0.8% of the 13F portfolio, value $5,794,191.

    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 13,890 shares
    Change vs previous 13F +249 shares

    0.69% of the 13F portfolio, value $4,494,233.

    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 13,641 shares
    Change vs previous 13F -1,943 shares

    0.6% of the 13F portfolio, value $4,399,624.

    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 15,584 shares
    Change vs previous 13F -14 shares

    0.78% of the 13F portfolio, value $5,097,690.

    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 15,598 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,355,905.

    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).