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EXECUTIVE WEALTH GROUP LLC: MSFT position timeline

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

EXECUTIVE WEALTH GROUP LLC held 76,818 MSFT 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 76,818 shares
    Change vs previous 13F +51,198 shares

    6.57% of the 13F portfolio, value $31,544,495.

    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 25,620 shares
    Change vs previous 13F -863 shares

    6.13% of the 13F portfolio, value $9,634,118.

    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 26,483 shares
    Change vs previous 13F +108 shares

    5.94% of the 13F portfolio, value $8,361,875.

    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 26,375 shares
    Change vs previous 13F +1 shares

    6.07% of the 13F portfolio, value $8,981,873.

    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 26,374 shares
    Change vs previous 13F +17 shares

    5.38% of the 13F portfolio, value $7,603,625.

    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 26,357 shares
    Change vs previous 13F -49 shares

    4.83% of the 13F portfolio, value $6,320,876.

    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 26,406 shares
    Change vs previous 13F -160 shares

    5.28% of the 13F portfolio, value $6,150,014.

    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 26,566 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $6,822,893.

    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).