SYSTM Wealth Solutions LLC: HWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on HWM, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 0 HWM shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 0 sharesChange vs previous 13F -22,848 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 22,848 sharesChange vs previous 13F -1,727 shares
0.2% of the 13F portfolio, value $1,563,478.
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 24,575 sharesChange vs previous 13F -3,023 shares
0.18% of the 13F portfolio, value $1,329,988.
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 27,598 sharesChange vs previous 13F -2,603 shares
0.2% of the 13F portfolio, value $1,276,427.
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 30,201 sharesChange vs previous 13F +258 shares
0.2% of the 13F portfolio, value $1,496,783.
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 29,943 sharesChange vs previous 13F +469 shares
0.2% of the 13F portfolio, value $1,268,674.
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 29,474 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,161,578.
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).