SYSTM Wealth Solutions LLC: MTD position timeline

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

SYSTM Wealth Solutions LLC held 0 MTD shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

period ended2023-12-31
13F 0 shares
Change vs previous 13F -473 shares
13F-HR 0001104659-24-023176 filed by SYSTM Wealth Solutions LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 473 shares
Change vs previous 13F +58 shares
0.08% of the 13F portfolio, value $524,117.
13F-HR 0001104659-23-117772 filed by SYSTM Wealth Solutions LLC
Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 415 shares
Change vs previous 13F +137 shares
0.07% of the 13F portfolio, value $544,331.
13F-HR 0001104659-23-091528 filed by SYSTM Wealth Solutions LLC
Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 278 shares
Change vs previous 13F +2 shares
0.07% of the 13F portfolio, value $425,398.
13F-HR 0001104659-23-059516 filed by SYSTM Wealth Solutions LLC
Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 276 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $398,944.
13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).