Ownership history in Systelligence, LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Systelligence, LLC outperformed the S&P 500 by +0.1% annually on this VOO position. Average cost basis: $564.81. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
2 quarters analyzed
Best entry: $564.81 (2025 Q2) Β· Worst: $564.81 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size