SYSTM Wealth Solutions LLC SEC EDGAR Filings (CIK 0001961893)

SEC EDGAR filings, ownership reports, and insider transactions for SYSTM Wealth Solutions LLC.

Business address
150 N. Riverside Plaza, Attn: Chief Compliance Officer, Chicago, IL, 60606
Top securities (13F)
UNH, HSY, ELV, ADP, MSFT, AMP, ADI, NDAQ, PEP, ABBV, HD, RJF, SCHW, AFL, MO, MCHP, CUBE, AVY, FERG, and BAH
State of incorporation
DE
Fiscal year end
31 December
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SYSTM Wealth Solutions LLC has filed 8 SEC EDGAR filings since 10 Feb 2023

Latest Filings

Recent SEC filings for SYSTM Wealth Solutions LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2024 31 Mar 2024 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2023 31 Mar 2023 028-22890
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-22890

About this filer

SYSTM Wealth Solutions LLC files with the SEC under CIK 0001961893. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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