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EXECUTIVE WEALTH GROUP LLC: VEA position timeline

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

EXECUTIVE WEALTH GROUP LLC held 640,431 VEA 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 640,431 shares
    Change vs previous 13F +427,875 shares

    6.5% of the 13F portfolio, value $31,219,722.

    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 212,556 shares
    Change vs previous 13F +1,077 shares

    6.47% of the 13F portfolio, value $10,181,446.

    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 211,479 shares
    Change vs previous 13F +959 shares

    6.56% of the 13F portfolio, value $9,245,875.

    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 210,520 shares
    Change vs previous 13F +1,402 shares

    6.57% of the 13F portfolio, value $9,721,795.

    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 209,118 shares
    Change vs previous 13F +276 shares

    6.69% of the 13F portfolio, value $9,445,876.

    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 208,842 shares
    Change vs previous 13F +1,898 shares

    6.69% of the 13F portfolio, value $8,765,084.

    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 206,944 shares
    Change vs previous 13F -18,162 shares

    6.46% of the 13F portfolio, value $7,524,466.

    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 225,106 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $9,184,329.

    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).