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SYSTM Wealth Solutions LLC: MO position timeline

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

SYSTM Wealth Solutions LLC held 2,157 MO 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 2,157 shares
    Change vs previous 13F -101,542 shares

    3.41% of the 13F portfolio, value $112,192.

    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 103,699 shares
    Change vs previous 13F -6,835 shares

    1.06% of the 13F portfolio, value $4,765,007.

    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 110,534 shares
    Change vs previous 13F +9,054 shares

    0.62% of the 13F portfolio, value $4,872,316.

    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 101,480 shares
    Change vs previous 13F +12,782 shares

    0.57% of the 13F portfolio, value $4,144,791.

    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 88,698 shares
    Change vs previous 13F -194 shares

    0.57% of the 13F portfolio, value $3,729,744.

    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 88,892 shares
    Change vs previous 13F +59,538 shares

    0.55% of the 13F portfolio, value $4,026,789.

    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 29,354 shares
    Change vs previous 13F -225 shares

    0.2% of the 13F portfolio, value $1,309,765.

    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 29,579 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,352,037.

    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).