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SYSTM Wealth Solutions LLC: NDAQ position timeline

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

SYSTM Wealth Solutions LLC held 1,932 NDAQ 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 1,932 shares
    Change vs previous 13F -89,505 shares

    4.28% of the 13F portfolio, value $141,056.

    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 91,437 shares
    Change vs previous 13F +4,134 shares

    1.23% of the 13F portfolio, value $5,509,987.

    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 87,303 shares
    Change vs previous 13F +16,455 shares

    0.7% of the 13F portfolio, value $5,508,801.

    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 70,848 shares
    Change vs previous 13F +12,366 shares

    0.57% of the 13F portfolio, value $4,119,111.

    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 58,482 shares
    Change vs previous 13F +3,145 shares

    0.44% of the 13F portfolio, value $2,841,660.

    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 55,337 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,758,572.

    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).