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Disclosery

SYSTM Wealth Solutions LLC: MDLZ position timeline

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

SYSTM Wealth Solutions LLC held 0 MDLZ 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 0 shares
    Change vs previous 13F -8,349 shares

    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).

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

  2. period ended2024-06-30
    13F 8,349 shares
    Change vs previous 13F -1,168 shares

    0.12% of the 13F portfolio, value $547,325.

    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 9,517 shares
    Change vs previous 13F -430 shares

    0.08% of the 13F portfolio, value $667,601.

    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 9,947 shares
    Change vs previous 13F -3,661 shares

    0.1% of the 13F portfolio, value $721,866.

    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 13,608 shares
    Change vs previous 13F -18,711 shares

    0.15% of the 13F portfolio, value $944,387.

    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 32,319 shares
    Change vs previous 13F +3,443 shares

    0.32% of the 13F portfolio, value $2,357,369.

    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 28,876 shares
    Change vs previous 13F -390 shares

    0.31% of the 13F portfolio, value $2,013,248.

    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 29,266 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,950,551.

    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).