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EXECUTIVE WEALTH GROUP LLC: DHS position timeline

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

EXECUTIVE WEALTH GROUP LLC held 18,403 DHS 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 18,403 shares
    Change vs previous 13F +12,295 shares

    0.32% of the 13F portfolio, value $1,530,433.

    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 6,108 shares
    Change vs previous 13F +76 shares

    0.32% of the 13F portfolio, value $501,987.

    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 6,032 shares
    Change vs previous 13F +62 shares

    0.33% of the 13F portfolio, value $470,870.

    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 5,970 shares
    Change vs previous 13F +63 shares

    0.32% of the 13F portfolio, value $475,013.

    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 5,907 shares
    Change vs previous 13F +60 shares

    0.34% of the 13F portfolio, value $485,956.

    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 5,847 shares
    Change vs previous 13F +59 shares

    0.38% of the 13F portfolio, value $503,191.

    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 5,788 shares
    Change vs previous 13F +61 shares

    0.38% of the 13F portfolio, value $438,800.

    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 5,727 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $471,252.

    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).