SYSTM Wealth Solutions LLC: WH position timeline

SYSTM Wealth Solutions LLC held 0 WH shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -9,473 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 9,473 shares

   Change vs previous 13F +104 shares

   0.09% of the 13F portfolio, value $727,052.

   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).

3. period ended2023-12-31

   13F 9,369 shares

   Change vs previous 13F +134 shares

   0.1% of the 13F portfolio, value $753,340.

   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).

4. period ended2023-09-30

   13F 9,235 shares

   Change vs previous 13F -626 shares

   0.1% of the 13F portfolio, value $642,194.

   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).

5. period ended2023-06-30

   13F 9,861 shares

   Change vs previous 13F -94 shares

   0.09% of the 13F portfolio, value $676,185.

   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).

6. period ended2023-03-31

   13F 9,955 shares

   Change vs previous 13F +5,293 shares

   0.1% of the 13F portfolio, value $675,418.

   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).

7. period ended2022-12-31

   13F 4,662 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $332,460.

   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).