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EXECUTIVE WEALTH GROUP LLC: SBUX position timeline

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

EXECUTIVE WEALTH GROUP LLC held 78,012 SBUX 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 78,012 shares
    Change vs previous 13F +52,080 shares

    1.51% of the 13F portfolio, value $7,263,443.

    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 25,932 shares
    Change vs previous 13F -3,719 shares

    1.58% of the 13F portfolio, value $2,489,734.

    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 29,651 shares
    Change vs previous 13F +116 shares

    1.92% of the 13F portfolio, value $2,706,243.

    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 29,535 shares
    Change vs previous 13F +116 shares

    1.98% of the 13F portfolio, value $2,925,767.

    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 29,419 shares
    Change vs previous 13F +111 shares

    2.17% of the 13F portfolio, value $3,063,372.

    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 29,308 shares
    Change vs previous 13F +123 shares

    2.22% of the 13F portfolio, value $2,907,351.

    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 29,185 shares
    Change vs previous 13F +130 shares

    2.11% of the 13F portfolio, value $2,459,095.

    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 29,055 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,219,515.

    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).