SYSTM Wealth Solutions LLC: PTLO position timeline

SYSTM Wealth Solutions LLC held 0 PTLO shares at 2024-03-31 per its 13F-HR filed 2024-04-26.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -68,083 shares

   13F-HR 0001104659-24-052272 filed by SYSTM Wealth Solutions LLC
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2023-12-31

   13F 68,083 shares

   Change vs previous 13F -6,616 shares

   0.15% of the 13F portfolio, value $1,084,563.

   13F-HR 0001104659-24-023176 filed by SYSTM Wealth Solutions LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-09-30

   13F 74,699 shares

   Change vs previous 13F +16,450 shares

   0.18% of the 13F portfolio, value $1,149,618.

   13F-HR 0001104659-23-117772 filed by SYSTM Wealth Solutions LLC
   Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-06-30

   13F 58,249 shares

   Change vs previous 13F +24,893 shares

   0.18% of the 13F portfolio, value $1,312,350.

   13F-HR 0001104659-23-091528 filed by SYSTM Wealth Solutions LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-03-31

   13F 33,356 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $712,818.

   13F-HR 0001104659-23-059516 filed by SYSTM Wealth Solutions LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).