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Disclosery

SYSTM Wealth Solutions LLC: MDB position timeline

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

SYSTM Wealth Solutions LLC held 2 MDB 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 2 shares
    Change vs previous 13F -11,336 shares

    0.02% of the 13F portfolio, value $541.

    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 11,338 shares
    Change vs previous 13F +4,588 shares

    0.63% of the 13F portfolio, value $2,834,047.

    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 6,750 shares
    Change vs previous 13F +714 shares

    0.31% of the 13F portfolio, value $2,420,820.

    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 6,036 shares
    Change vs previous 13F +675 shares

    0.34% of the 13F portfolio, value $2,467,819.

    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 5,361 shares
    Change vs previous 13F +260 shares

    0.28% of the 13F portfolio, value $1,854,155.

    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 5,101 shares
    Change vs previous 13F -1,882 shares

    0.28% of the 13F portfolio, value $2,096,460.

    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 6,983 shares
    Change vs previous 13F +4,209 shares

    0.25% of the 13F portfolio, value $1,627,877.

    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 2,774 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $546,034.

    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).