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SYSTM Wealth Solutions LLC: NOW position timeline

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

SYSTM Wealth Solutions LLC held 2 NOW 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 shares
    Change vs previous 13F -4,339 shares

    0.05% of the 13F portfolio, value $1,789.

    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 4,341 shares
    Change vs previous 13F -141 shares

    0.76% of the 13F portfolio, value $3,415,179.

    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 4,482 shares
    Change vs previous 13F -1,704 shares

    0.43% of the 13F portfolio, value $3,417,077.

    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 6,186 shares
    Change vs previous 13F -934 shares

    0.61% of the 13F portfolio, value $4,370,348.

    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 7,120 shares
    Change vs previous 13F +664 shares

    0.61% of the 13F portfolio, value $3,979,795.

    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 6,456 shares
    Change vs previous 13F +634 shares

    0.49% of the 13F portfolio, value $3,628,078.

    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 5,822 shares
    Change vs previous 13F +1,472 shares

    0.42% of the 13F portfolio, value $2,705,600.

    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 4,350 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,688,975.

    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).