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Disclosery

SYSTM Wealth Solutions LLC: MA position timeline

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

SYSTM Wealth Solutions LLC held 5 MA 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 5 shares
    Change vs previous 13F -7,832 shares

    0.07% of the 13F portfolio, value $2,469.

    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 7,837 shares
    Change vs previous 13F -5,634 shares

    0.77% of the 13F portfolio, value $3,457,251.

    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 13,471 shares
    Change vs previous 13F -162 shares

    0.82% of the 13F portfolio, value $6,487,424.

    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 13,633 shares
    Change vs previous 13F -49 shares

    0.81% of the 13F portfolio, value $5,814,469.

    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 13,682 shares
    Change vs previous 13F -7 shares

    0.83% of the 13F portfolio, value $5,416,965.

    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 13,689 shares
    Change vs previous 13F +1,757 shares

    0.73% of the 13F portfolio, value $5,383,732.

    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 11,932 shares
    Change vs previous 13F -3,285 shares

    0.67% of the 13F portfolio, value $4,336,352.

    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 15,217 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,291,292.

    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).