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EXECUTIVE WEALTH GROUP LLC: COST position timeline

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

EXECUTIVE WEALTH GROUP LLC held 2,687 COST 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 2,687 shares
    Change vs previous 13F +1,793 shares

    0.4% of the 13F portfolio, value $1,944,486.

    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 894 shares
    Change vs previous 13F -108 shares

    0.38% of the 13F portfolio, value $589,893.

    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 1,002 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $566,049.

    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 1,002 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $539,232.

    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 1,001 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $497,467.

    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 1,001 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $456,899.

    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 1,001 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $472,522.

    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 1,000 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $479,388.

    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).