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Disclosery

EXECUTIVE WEALTH GROUP LLC: VFH position timeline

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

EXECUTIVE WEALTH GROUP LLC held 322,226 VFH 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 322,226 shares
    Change vs previous 13F +214,905 shares

    6.58% of the 13F portfolio, value $31,611,581.

    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 107,321 shares
    Change vs previous 13F -1,196 shares

    6.3% of the 13F portfolio, value $9,901,481.

    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 108,517 shares
    Change vs previous 13F +363 shares

    6.19% of the 13F portfolio, value $8,716,114.

    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 108,154 shares
    Change vs previous 13F 0 shares

    5.94% of the 13F portfolio, value $8,786,446.

    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 108,154 shares
    Change vs previous 13F +432 shares

    5.96% of the 13F portfolio, value $8,424,130.

    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 107,722 shares
    Change vs previous 13F +975 shares

    6.8% of the 13F portfolio, value $8,911,822.

    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 106,747 shares
    Change vs previous 13F -2,247 shares

    6.82% of the 13F portfolio, value $7,946,267.

    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 108,994 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $8,413,213.

    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).