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Disclosery

SYSTM Wealth Solutions LLC: V position timeline

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

SYSTM Wealth Solutions LLC held 9 V 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 9 shares
    Change vs previous 13F -12,937 shares

    0.08% of the 13F portfolio, value $2,475.

    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 12,946 shares
    Change vs previous 13F -10,206 shares

    0.76% of the 13F portfolio, value $3,397,930.

    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 23,152 shares
    Change vs previous 13F +484 shares

    0.82% of the 13F portfolio, value $6,461,304.

    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 22,668 shares
    Change vs previous 13F -1,651 shares

    0.82% of the 13F portfolio, value $5,901,585.

    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 24,319 shares
    Change vs previous 13F -585 shares

    0.86% of the 13F portfolio, value $5,593,663.

    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 24,904 shares
    Change vs previous 13F +4,068 shares

    0.8% of the 13F portfolio, value $5,914,201.

    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 20,836 shares
    Change vs previous 13F -5,549 shares

    0.72% of the 13F portfolio, value $4,697,661.

    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 26,385 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,481,700.

    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).