WBA β€” WALGREENS BOOTS ALLIANCE INC

Ownership history in SYSTM Wealth Solutions LLC  Β·  2 quarters on record

AI Ownership Summary

SYSTM Wealth Solutions LLC reported WALGREENS BOOTS ALLIANCE INC (WBA) in 2 quarterly 13F filings from 2024 Q1 through 2024 Q2. The latest visible filing shows WBA 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 WBA 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 WALGREENS BOOTS ALLIANCE INC, 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

WBA 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
2024 Q1 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 WBA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 414 +302 +269.6% 0.00% $5K 2024-08-12 β€”
2024 Q1 INITIATED 112 β€” β€” 0.00% $2K 2024-04-26 β€”

🏒 Other funds also holding WBA

As of 2025 Q4 β€” sorted by position size

BSN Capital Partners Ltd 3Y 0.01% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About SYSTM Wealth Solutions LLC and WBA

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 WBA?

SYSTM Wealth Solutions LLC reported WBA across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

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

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

What is the latest reported WBA position on this page?

The most recent filing on this page is 2024 Q2, when SYSTM Wealth Solutions LLC reported 414 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this WBA ownership page compare?

The chart compares SYSTM Wealth Solutions LLC's quarterly WBA 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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