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Disclosery

SYSTM Wealth Solutions LLC: IBKR position timeline

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

SYSTM Wealth Solutions LLC held 0 IBKR shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -2,779 shares

    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).

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

  2. period ended2024-03-31
    13F 2,779 shares
    Change vs previous 13F +2,368 shares

    0.04% of the 13F portfolio, value $310,430.

    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).

  3. period ended2023-12-31
    13F 411 shares
    Change vs previous 13F -4,695 shares

    <0.01% of the 13F portfolio, value $34,053.

    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).

  4. period ended2023-09-30
    13F 5,106 shares
    Change vs previous 13F -158 shares

    0.07% of the 13F portfolio, value $441,943.

    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).

  5. period ended2023-06-30
    13F 5,264 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $437,317.

    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).

  6. period ended2023-03-31
    13F 5,297 shares
    Change vs previous 13F +174 shares

    0.07% of the 13F portfolio, value $437,338.

    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).

  7. period ended2022-12-31
    13F 5,123 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $370,649.

    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).