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EXECUTIVE WEALTH GROUP LLC: RY position timeline

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

EXECUTIVE WEALTH GROUP LLC held 30,191 RY 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 30,191 shares
    Change vs previous 13F +20,186 shares

    0.62% of the 13F portfolio, value $2,974,572.

    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 10,005 shares
    Change vs previous 13F +96 shares

    0.64% of the 13F portfolio, value $1,011,768.

    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 9,909 shares
    Change vs previous 13F +93 shares

    0.62% of the 13F portfolio, value $866,401.

    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 9,816 shares
    Change vs previous 13F +90 shares

    0.63% of the 13F portfolio, value $937,553.

    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 9,726 shares
    Change vs previous 13F +78 shares

    0.66% of the 13F portfolio, value $929,586.

    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 9,648 shares
    Change vs previous 13F +78 shares

    0.69% of the 13F portfolio, value $907,077.

    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 9,570 shares
    Change vs previous 13F +83 shares

    0.74% of the 13F portfolio, value $861,698.

    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 9,487 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $918,548.

    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).