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Disclosery

EXECUTIVE WEALTH GROUP LLC: V position timeline

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

EXECUTIVE WEALTH GROUP LLC held 29,001 V 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 29,001 shares
    Change vs previous 13F +19,340 shares

    1.68% of the 13F portfolio, value $8,072,067.

    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 9,661 shares
    Change vs previous 13F +19 shares

    1.6% of the 13F portfolio, value $2,515,361.

    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 9,642 shares
    Change vs previous 13F +2 shares

    1.57% of the 13F portfolio, value $2,217,698.

    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 9,640 shares
    Change vs previous 13F +2 shares

    1.55% of the 13F portfolio, value $2,289,271.

    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 9,638 shares
    Change vs previous 13F +2 shares

    1.54% of the 13F portfolio, value $2,172,919.

    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 9,636 shares
    Change vs previous 13F +3 shares

    1.53% of the 13F portfolio, value $2,001,894.

    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 9,633 shares
    Change vs previous 13F +2 shares

    1.47% of the 13F portfolio, value $1,711,376.

    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 9,631 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,896,344.

    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).