SYSTM Wealth Solutions LLC: SRE position timeline

SYSTM Wealth Solutions LLC held 0 SRE 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 -6,437 shares

   13F-HR 0001104659-24-118217 filed by SYSTM Wealth Solutions LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 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 ended2024-06-30

   13F 6,437 shares

   Change vs previous 13F +254 shares

   0.11% of the 13F portfolio, value $491,434.

   13F-HR 0001104659-24-088149 filed by SYSTM Wealth Solutions LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 6,183 shares

   Change vs previous 13F +232 shares

   0.06% of the 13F portfolio, value $445,907.

   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).

4. period ended2023-12-31

   13F 5,951 shares

   Change vs previous 13F -373 shares

   0.06% of the 13F portfolio, value $446,395.

   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).

5. period ended2023-09-30

   13F 6,324 shares

   Change vs previous 13F +2,484 shares

   0.07% of the 13F portfolio, value $430,247.

   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).

6. period ended2023-06-30

   13F 3,840 shares

   Change vs previous 13F +2,176 shares

   0.08% of the 13F portfolio, value $559,029.

   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).

7. period ended2023-03-31

   13F 1,664 shares

   Change vs previous 13F -31 shares

   0.04% of the 13F portfolio, value $251,488.

   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).

8. period ended2022-12-31

   13F 1,695 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $261,996.

   13F-HR 0001104659-23-018262 filed by SYSTM Wealth Solutions LLC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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