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SYSTM Wealth Solutions LLC: HD position timeline

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

SYSTM Wealth Solutions LLC held 332 HD 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 332 shares
    Change vs previous 13F -21,639 shares

    4.08% of the 13F portfolio, value $134,527.

    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 21,971 shares
    Change vs previous 13F -5,122 shares

    1.69% of the 13F portfolio, value $7,563,367.

    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 27,093 shares
    Change vs previous 13F +457 shares

    1.31% of the 13F portfolio, value $10,392,824.

    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 26,636 shares
    Change vs previous 13F -597 shares

    1.28% of the 13F portfolio, value $9,230,581.

    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 27,233 shares
    Change vs previous 13F +1,531 shares

    1.26% of the 13F portfolio, value $8,228,873.

    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 25,702 shares
    Change vs previous 13F +1,078 shares

    1.08% of the 13F portfolio, value $7,983,949.

    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 24,624 shares
    Change vs previous 13F -1,634 shares

    1.12% of the 13F portfolio, value $7,267,132.

    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 26,258 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,293,980.

    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).