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EXECUTIVE WEALTH GROUP LLC: BND position timeline

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

EXECUTIVE WEALTH GROUP LLC held 155,215 BND 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 155,215 shares
    Change vs previous 13F +103,514 shares

    2.35% of the 13F portfolio, value $11,293,423.

    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 51,701 shares
    Change vs previous 13F +5,714 shares

    2.42% of the 13F portfolio, value $3,802,593.

    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 45,987 shares
    Change vs previous 13F -356 shares

    2.28% of the 13F portfolio, value $3,208,979.

    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 46,343 shares
    Change vs previous 13F +58 shares

    2.28% of the 13F portfolio, value $3,368,701.

    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 46,285 shares
    Change vs previous 13F +37 shares

    2.42% of the 13F portfolio, value $3,417,209.

    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 46,248 shares
    Change vs previous 13F +65 shares

    2.54% of the 13F portfolio, value $3,322,481.

    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 46,183 shares
    Change vs previous 13F -995 shares

    2.83% of the 13F portfolio, value $3,294,221.

    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 47,178 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $3,550,587.

    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).