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Disclosery

SYSTM Wealth Solutions LLC: OTIS position timeline

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

SYSTM Wealth Solutions LLC held 0 OTIS 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 0 shares
    Change vs previous 13F -303 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 303 shares
    Change vs previous 13F -684 shares

    0.01% of the 13F portfolio, value $29,192.

    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 987 shares
    Change vs previous 13F -911 shares

    0.01% of the 13F portfolio, value $98,029.

    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 1,898 shares
    Change vs previous 13F -632 shares

    0.02% of the 13F portfolio, value $169,779.

    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 2,530 shares
    Change vs previous 13F -2,856 shares

    0.03% of the 13F portfolio, value $203,211.

    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 5,386 shares
    Change vs previous 13F +839 shares

    0.06% of the 13F portfolio, value $479,389.

    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 4,547 shares
    Change vs previous 13F -46,673 shares

    0.06% of the 13F portfolio, value $383,801.

    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 51,220 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,011,070.

    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).