SEC 13F Intelligence

Systm Wealth Solutions LLC / LCSMX

Systm Wealth Solutions LLC’s Legg Mason Martin Cur Position

Does Systm Wealth Solutions LLC own Legg Mason Martin Cur (LCSMX)? Not currently — the last reported position was 727.3K shares worth $7M in Q3 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$7M
Q3 2023
Shares
727.3K
% of Portfolio
+1.03%
Quarters Held
3
position exited

Position History LCSMX

Reported value by quarter
Q4 ’22: $8MQ4 ’22Q1 ’23: $2MQ1 ’23Q3 ’23: $7MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023727.3K$7M+1.03%
Q1 2023167.4K$2M+0.24%
Q4 2022896.8K$8M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of LCSMX.