Skip to content
Disclosery

EXECUTIVE WEALTH GROUP LLC: VGSH position timeline

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

EXECUTIVE WEALTH GROUP LLC held 45,295 VGSH 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 45,295 shares
    Change vs previous 13F +30,245 shares

    0.55% of the 13F portfolio, value $2,637,481.

    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 15,050 shares
    Change vs previous 13F +1,791 shares

    0.56% of the 13F portfolio, value $877,884.

    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 13,259 shares
    Change vs previous 13F +2,708 shares

    0.54% of the 13F portfolio, value $763,707.

    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 10,551 shares
    Change vs previous 13F +1,796 shares

    0.41% of the 13F portfolio, value $609,092.

    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 8,755 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $512,500.

    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).