SYSTM Wealth Solutions LLC: MRSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on MRSH, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 343 MRSH shares at 2024-09-30 per its 13F-HR filed 2024-11-14.
the latest 13F is the newest step
- period ended2024-09-3013F 343 sharesChange vs previous 13F -33,242 shares
2.32% of the 13F portfolio, value $76,520.
13F-HR 0001104659-24-118217 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 33,585 sharesChange vs previous 13F +1,531 shares
1.58% of the 13F portfolio, value $7,076,981.
13F-HR 0001104659-24-088149 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 32,054 sharesChange vs previous 13F +1,973 shares
0.83% of the 13F portfolio, value $6,602,387.
13F-HR 0001104659-24-052272 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 30,081 sharesChange vs previous 13F -17,017 shares
0.79% of the 13F portfolio, value $5,699,488.
13F-HR 0001104659-24-023176 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 47,098 sharesChange vs previous 13F -5,676 shares
1.38% of the 13F portfolio, value $8,962,821.
13F-HR 0001104659-23-117772 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 52,774 sharesChange vs previous 13F +2,763 shares
1.34% of the 13F portfolio, value $9,925,813.
13F-HR 0001104659-23-091528 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 50,011 sharesChange vs previous 13F -873 shares
1.28% of the 13F portfolio, value $8,329,255.
13F-HR 0001104659-23-059516 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 50,884 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $8,420,224.
13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).