SYSTM Wealth Solutions LLC

SEC CIK: 0001961893
Latest filing: Nov 14, 2024

SEC filings (opens in a new tab)

TOST holding history

Toast, 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of TOST by SYSTM Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−43,649−100.0%	Sold out	Holders
Q2 2023	43,649	$985.2K	0.1%	+3,621+9.0%	Added	Holders
Q1 2023	40,028	$710.5K	0.1%	+40,028	New	Holders