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Disclosery

SYSTM Wealth Solutions LLC: PANW position timeline

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

SYSTM Wealth Solutions LLC held 2 PANW 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 -10,660 shares

    0.02% of the 13F portfolio, value $684.

    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 10,662 shares
    Change vs previous 13F +1,112 shares

    0.81% of the 13F portfolio, value $3,614,623.

    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 9,550 shares
    Change vs previous 13F +413 shares

    0.34% of the 13F portfolio, value $2,713,442.

    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 9,137 shares
    Change vs previous 13F -45 shares

    0.37% of the 13F portfolio, value $2,694,319.

    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 9,182 shares
    Change vs previous 13F +3,276 shares

    0.33% of the 13F portfolio, value $2,152,628.

    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 5,906 shares
    Change vs previous 13F -657 shares

    0.2% of the 13F portfolio, value $1,509,042.

    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 6,563 shares
    Change vs previous 13F +192 shares

    0.2% of the 13F portfolio, value $1,310,894.

    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 6,371 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $889,009.

    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).