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SYSTM Wealth Solutions LLC: PEP position timeline

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

SYSTM Wealth Solutions LLC held 801 PEP 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 801 shares
    Change vs previous 13F -46,947 shares

    4.13% of the 13F portfolio, value $136,211.

    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 47,748 shares
    Change vs previous 13F -14,330 shares

    1.76% of the 13F portfolio, value $7,875,112.

    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 62,078 shares
    Change vs previous 13F -6,518 shares

    1.38% of the 13F portfolio, value $10,918,368.

    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 68,596 shares
    Change vs previous 13F +7,346 shares

    1.62% of the 13F portfolio, value $11,699,156.

    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 61,250 shares
    Change vs previous 13F -1,585 shares

    1.59% of the 13F portfolio, value $10,378,137.

    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 62,835 shares
    Change vs previous 13F +4,528 shares

    1.58% of the 13F portfolio, value $11,638,211.

    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 58,307 shares
    Change vs previous 13F -8,359 shares

    1.64% of the 13F portfolio, value $10,629,285.

    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 66,666 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $12,043,949.

    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).