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EXECUTIVE WEALTH GROUP LLC: VTI position timeline

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

EXECUTIVE WEALTH GROUP LLC held 185,069 VTI 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 185,069 shares
    Change vs previous 13F +123,303 shares

    9.66% of the 13F portfolio, value $46,413,517.

    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 61,766 shares
    Change vs previous 13F -1,294 shares

    9.32% of the 13F portfolio, value $14,652,095.

    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 63,060 shares
    Change vs previous 13F +167 shares

    9.51% of the 13F portfolio, value $13,394,581.

    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 62,893 shares
    Change vs previous 13F +167 shares

    9.36% of the 13F portfolio, value $13,853,980.

    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 62,726 shares
    Change vs previous 13F +91 shares

    9.07% of the 13F portfolio, value $12,802,420.

    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 62,635 shares
    Change vs previous 13F +599 shares

    9.14% of the 13F portfolio, value $11,975,203.

    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 62,036 shares
    Change vs previous 13F -2,708 shares

    9.56% of the 13F portfolio, value $11,133,516.

    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 64,744 shares
    Change vs previous 13F not available

    9.45% of the 13F portfolio, value $12,212,077.

    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).