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Disclosery

SYSTM Wealth Solutions LLC: ISRG position timeline

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

SYSTM Wealth Solutions LLC held 3 ISRG 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 3 shares
    Change vs previous 13F -10,998 shares

    0.04% of the 13F portfolio, value $1,474.

    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 11,001 shares
    Change vs previous 13F +500 shares

    1.09% of the 13F portfolio, value $4,893,800.

    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 10,501 shares
    Change vs previous 13F +5,494 shares

    0.53% of the 13F portfolio, value $4,190,845.

    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 5,007 shares
    Change vs previous 13F -3,228 shares

    0.23% of the 13F portfolio, value $1,689,162.

    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 8,235 shares
    Change vs previous 13F +743 shares

    0.37% of the 13F portfolio, value $2,407,008.

    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 7,492 shares
    Change vs previous 13F +4,030 shares

    0.35% of the 13F portfolio, value $2,561,814.

    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 3,462 shares
    Change vs previous 13F +1,482 shares

    0.14% of the 13F portfolio, value $884,437.

    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 1,980 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $525,393.

    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).