MOS β€” MOSAIC CO NEW

Ownership history in SYSTM Wealth Solutions LLC  Β·  3 quarters on record

AI Ownership Summary

SYSTM Wealth Solutions LLC reported MOSAIC CO NEW (MOS) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. The latest visible filing shows MOS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTM Wealth Solutions LLC's position in MOSAIC CO NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

MOS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SYSTM Wealth Solutions LLC held MOS β€” position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 133 β€” 0% 0.00% $4K 2024-08-12 $25.89
2024 Q1 ADDED 133 +80 +150.9% 0.00% $4K 2024-04-26 $28.42
2023 Q4 INITIATED 53 β€” β€” 0.00% $2K 2024-02-14 $27.58

FAQ About SYSTM Wealth Solutions LLC and MOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SYSTM Wealth Solutions LLC reported owning MOS?

SYSTM Wealth Solutions LLC reported MOS across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported MOS position in SYSTM Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for MOS was 0.00% in 2024 Q2.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2024 Q2, when SYSTM Wealth Solutions LLC reported 133 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this MOS ownership page compare?

The chart compares SYSTM Wealth Solutions LLC's quarterly MOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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