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EXECUTIVE WEALTH GROUP LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXECUTIVE WEALTH GROUP LLC on AAPL, newest first. How the timeline and the estimate are built.

EXECUTIVE WEALTH GROUP LLC held 27,821 AAPL shares at 2024-03-31 per its 13F-HR filed 2024-04-11.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 27,821 shares
    Change vs previous 13F +18,548 shares

    1.04% of the 13F portfolio, value $4,976,540.

    13F-HR 0001085146-24-001715 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-12-31
    13F 9,273 shares
    Change vs previous 13F +1 shares

    1.14% of the 13F portfolio, value $1,785,315.

    13F-HR 0001085146-24-001592 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 9,272 shares
    Change vs previous 13F +1 shares

    1.13% of the 13F portfolio, value $1,587,422.

    13F-HR 0001085146-24-001591 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-06-30
    13F 9,271 shares
    Change vs previous 13F +935 shares

    1.21% of the 13F portfolio, value $1,798,214.

    13F-HR 0001085146-24-001590 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-03-31
    13F 8,336 shares
    Change vs previous 13F +1 shares

    0.97% of the 13F portfolio, value $1,374,661.

    13F-HR 0001085146-24-001589 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-12-31
    13F 8,335 shares
    Change vs previous 13F +12 shares

    0.83% of the 13F portfolio, value $1,082,966.

    13F-HR 0001085146-24-001588 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-09-30
    13F 8,323 shares
    Change vs previous 13F +9 shares

    0.99% of the 13F portfolio, value $1,150,279.

    13F-HR 0001085146-24-001587 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-06-30
    13F 8,314 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,136,675.

    13F-HR 0001085146-24-001586 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).