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Disclosery

SYSTM Wealth Solutions LLC: MSFT position timeline

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

SYSTM Wealth Solutions LLC held 347 MSFT 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 347 shares
    Change vs previous 13F -47,279 shares

    4.53% of the 13F portfolio, value $149,315.

    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 47,626 shares
    Change vs previous 13F -16,332 shares

    4.75% of the 13F portfolio, value $21,286,617.

    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 63,958 shares
    Change vs previous 13F +198 shares

    3.4% of the 13F portfolio, value $26,908,254.

    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 63,760 shares
    Change vs previous 13F -1,067 shares

    3.32% of the 13F portfolio, value $23,976,396.

    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 64,827 shares
    Change vs previous 13F -2,502 shares

    3.15% of the 13F portfolio, value $20,469,145.

    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 67,329 shares
    Change vs previous 13F +6,727 shares

    3.1% of the 13F portfolio, value $22,928,073.

    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 60,602 shares
    Change vs previous 13F -7,553 shares

    2.69% of the 13F portfolio, value $17,471,508.

    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 68,155 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $16,344,982.

    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).