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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

SJM holding history

J M SMUCKER Co 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.

SJM overviewAll 13F holders of SJMFull Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of SJM by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−5,802−100.0%Sold outHolders
Q1 20245,802$730.4K0.1%+1,836+46.3%AddedHolders
Q4 20233,966$501.3K0.1%−72−1.8%ReducedHolders
Q3 20234,038$496.3K0.1%−5,673−58.4%ReducedHolders
Q2 20239,711$1.43M0.2%−277−2.8%ReducedHolders
Q1 20239,988$1.57M0.2%−640−6.0%ReducedHolders
Q4 202210,628$1.68M0.2%–No prior filingHolders