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EXECUTIVE WEALTH GROUP LLC: SSO position timeline

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

EXECUTIVE WEALTH GROUP LLC held 25,200 SSO 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 25,200 shares
    Change vs previous 13F +16,800 shares

    0.38% of the 13F portfolio, value $1,827,000.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $546,588.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $448,392.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $488,460.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $421,680.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $373,380.

    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 8,400 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $333,648.

    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 8,400 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $377,160.

    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).