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EXECUTIVE WEALTH GROUP LLC: VGT position timeline

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

EXECUTIVE WEALTH GROUP LLC held 54,351 VGT 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 54,351 shares
    Change vs previous 13F +36,217 shares

    5.79% of the 13F portfolio, value $27,829,022.

    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 18,134 shares
    Change vs previous 13F +237 shares

    5.58% of the 13F portfolio, value $8,776,936.

    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 17,897 shares
    Change vs previous 13F +20 shares

    5.27% of the 13F portfolio, value $7,425,642.

    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 17,877 shares
    Change vs previous 13F 0 shares

    5.34% of the 13F portfolio, value $7,904,570.

    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 17,877 shares
    Change vs previous 13F +31 shares

    4.88% of the 13F portfolio, value $6,891,114.

    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 17,846 shares
    Change vs previous 13F +1,058 shares

    4.35% of the 13F portfolio, value $5,700,077.

    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 16,788 shares
    Change vs previous 13F 0 shares

    4.43% of the 13F portfolio, value $5,160,216.

    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 16,788 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,482,215.

    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).