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Disclosery

SYSTM Wealth Solutions LLC: VLO position timeline

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

SYSTM Wealth Solutions LLC held 556 VLO 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 556 shares
    Change vs previous 13F -14,335 shares

    2.28% of the 13F portfolio, value $75,077.

    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 14,891 shares
    Change vs previous 13F +661 shares

    0.52% of the 13F portfolio, value $2,334,269.

    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 14,230 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,428,919.

    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).