SYSTM Wealth Solutions LLC: SGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on SGI, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 0 SGI shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 0 sharesChange vs previous 13F -26,957 shares
13F-HR 0001104659-24-088149 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 26,957 sharesChange vs previous 13F -4,854 shares
0.19% of the 13F portfolio, value $1,531,697.
13F-HR 0001104659-24-052272 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 31,811 sharesChange vs previous 13F +913 shares
0.22% of the 13F portfolio, value $1,621,392.
13F-HR 0001104659-24-023176 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 30,898 sharesChange vs previous 13F -2,877 shares
0.21% of the 13F portfolio, value $1,339,109.
13F-HR 0001104659-23-117772 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 33,775 sharesChange vs previous 13F -684 shares
0.18% of the 13F portfolio, value $1,353,368.
13F-HR 0001104659-23-091528 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 34,459 sharesChange vs previous 13F -1,544 shares
0.21% of the 13F portfolio, value $1,360,768.
13F-HR 0001104659-23-059516 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 36,003 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,235,982.
13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).