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Disclosery

EXECUTIVE WEALTH GROUP LLC: IEUR position timeline

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

EXECUTIVE WEALTH GROUP LLC held 10,803 IEUR 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 10,803 shares
    Change vs previous 13F +10,803 shares

    0.13% of the 13F portfolio, value $605,113.

    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 0 shares
    Change vs previous 13F -8,342 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-09-30
    13F 8,342 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $414,254.

    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 8,342 shares
    Change vs previous 13F +186 shares

    0.3% of the 13F portfolio, value $439,029.

    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 8,156 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $427,225.

    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 8,156 shares
    Change vs previous 13F +58 shares

    0.3% of the 13F portfolio, value $387,423.

    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 8,098 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $320,189.

    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 8,098 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $364,079.

    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).