SYSTM Wealth Solutions LLC

SEC CIK: 0001961893
Latest filing: Nov 14, 2024

SEC filings (opens in a new tab)

CSL holding history

Carlisle Companies Inc in every 13F filed by SYSTM Wealth Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSL overview All 13F holders of CSL Full Q3 2024 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of CSL by SYSTM Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−861−100.0%	Sold out	Holders
Q2 2023	861	$220.9K	<0.1%	−241−21.9%	Reduced	Holders
Q1 2023	1,102	$249.1K	<0.1%	+28+2.6%	Added	Holders
Q4 2022	1,074	$253.1K	<0.1%	–	No prior filing	Holders