SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
CUBE holding history
CubeSmart 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.
CUBE overviewAll 13F holders of CUBEFull Q3 2024 holdings
- Shares (Q3 2024)
- 2,077
- Value
- $111.8K
- % of portfolio
- 3.4%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 2,077 | $111.8K | 3.4% | −74,385−97.3% | Reduced | Holders |
| Q2 2024 | 76,462 | $3.45M | 0.8% | −11,663−13.2% | Reduced | Holders |
| Q1 2024 | 88,125 | $4.01M | 0.5% | −8,624−8.9% | Reduced | Holders |
| Q4 2023 | 96,749 | $4.51M | 0.6% | +96,749 | New | Holders |