SYSTM Wealth Solutions LLC: ST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYSTM Wealth Solutions LLC on ST, newest first. How the timeline and the estimate are built.
SYSTM Wealth Solutions LLC held 0 ST shares at 2024-09-30 per its 13F-HR filed 2024-11-14.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -4,380 shares
13F-HR 0001104659-24-118217 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 ended2024-06-3013F 4,380 sharesChange vs previous 13F -7,563 shares
0.04% of the 13F portfolio, value $163,769.
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).
- period ended2024-03-3113F 11,943 sharesChange vs previous 13F -22 shares
0.06% of the 13F portfolio, value $438,802.
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 11,965 sharesChange vs previous 13F +26 shares
0.06% of the 13F portfolio, value $449,525.
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 11,939 sharesChange vs previous 13F -1,422 shares
0.07% of the 13F portfolio, value $451,541.
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 13,361 sharesChange vs previous 13F -448 shares
0.08% of the 13F portfolio, value $601,118.
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 13,809 sharesChange vs previous 13F +275 shares
0.11% of the 13F portfolio, value $690,739.
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 13,534 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $546,513.
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).