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EXECUTIVE WEALTH GROUP LLC: BA position timeline

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

EXECUTIVE WEALTH GROUP LLC held 276,131 BA 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 276,131 shares
    Change vs previous 13F +192,190 shares

    11.61% of the 13F portfolio, value $55,794,852.

    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 83,941 shares
    Change vs previous 13F +38 shares

    13.91% of the 13F portfolio, value $21,879,981.

    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 83,903 shares
    Change vs previous 13F -1,387 shares

    11.42% of the 13F portfolio, value $16,082,468.

    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 85,290 shares
    Change vs previous 13F +678 shares

    12.17% of the 13F portfolio, value $18,009,771.

    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 84,612 shares
    Change vs previous 13F +3,842 shares

    12.73% of the 13F portfolio, value $17,974,062.

    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 80,770 shares
    Change vs previous 13F +969 shares

    11.75% of the 13F portfolio, value $15,385,819.

    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 79,801 shares
    Change vs previous 13F -2,000 shares

    8.3% of the 13F portfolio, value $9,662,268.

    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 81,801 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $11,183,791.

    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).