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Disclosery

EXECUTIVE WEALTH GROUP LLC: PM position timeline

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

EXECUTIVE WEALTH GROUP LLC held 8,679 PM 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 8,679 shares
    Change vs previous 13F +5,825 shares

    0.16% of the 13F portfolio, value $788,070.

    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 2,854 shares
    Change vs previous 13F +39 shares

    0.17% of the 13F portfolio, value $268,487.

    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 2,815 shares
    Change vs previous 13F +36 shares

    0.19% of the 13F portfolio, value $260,585.

    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 2,779 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $271,247.

    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 2,743 shares
    Change vs previous 13F +33 shares

    0.19% of the 13F portfolio, value $266,786.

    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 2,710 shares
    Change vs previous 13F +40 shares

    0.21% of the 13F portfolio, value $274,238.

    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 2,670 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $221,650.

    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 2,633 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $259,980.

    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).