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EXECUTIVE WEALTH GROUP LLC: VHT position timeline

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

EXECUTIVE WEALTH GROUP LLC held 143,595 VHT 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 143,595 shares
    Change vs previous 13F +95,603 shares

    7.9% of the 13F portfolio, value $37,934,059.

    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 47,992 shares
    Change vs previous 13F -2,773 shares

    7.65% of the 13F portfolio, value $12,031,685.

    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 50,765 shares
    Change vs previous 13F -12 shares

    8.47% of the 13F portfolio, value $11,934,904.

    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 50,777 shares
    Change vs previous 13F 0 shares

    8.4% of the 13F portfolio, value $12,431,255.

    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 50,777 shares
    Change vs previous 13F +87 shares

    8.57% of the 13F portfolio, value $12,108,312.

    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 50,690 shares
    Change vs previous 13F +187 shares

    9.6% of the 13F portfolio, value $12,573,573.

    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 50,503 shares
    Change vs previous 13F -816 shares

    9.7% of the 13F portfolio, value $11,297,629.

    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 51,319 shares
    Change vs previous 13F not available

    9.35% of the 13F portfolio, value $12,085,641.

    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).