SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
DFS holding history
Discover Financial Services 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.
DFS overviewAll 13F holders of DFSFull Q3 2024 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −14,987−100.0% | Sold out | Holders |
| Q1 2024 | 14,987 | $1.96M | 0.2% | −42,387−73.9% | Reduced | Holders |
| Q4 2023 | 57,374 | $6.45M | 0.9% | +42,660+289.9% | Added | Holders |
| Q3 2023 | 14,714 | $1.27M | 0.2% | +1,458+11.0% | Added | Holders |
| Q2 2023 | 13,256 | $1.55M | 0.2% | −13,538−50.5% | Reduced | Holders |
| Q1 2023 | 26,794 | $2.65M | 0.4% | +1,022+4.0% | Added | Holders |
| Q4 2022 | 25,772 | $2.52M | 0.3% | – | No prior filing | Holders |