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EXECUTIVE WEALTH GROUP LLC: EFA position timeline

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

EXECUTIVE WEALTH GROUP LLC held 59,745 EFA 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 59,745 shares
    Change vs previous 13F +39,830 shares

    0.96% of the 13F portfolio, value $4,622,611.

    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 19,915 shares
    Change vs previous 13F -128 shares

    0.95% of the 13F portfolio, value $1,500,576.

    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 20,043 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,381,346.

    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 20,043 shares
    Change vs previous 13F +222 shares

    0.98% of the 13F portfolio, value $1,453,099.

    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 19,821 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,417,602.

    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 19,821 shares
    Change vs previous 13F +41 shares

    0.99% of the 13F portfolio, value $1,301,055.

    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 19,780 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,107,879.

    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 19,780 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,236,053.

    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).