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EXECUTIVE WEALTH GROUP LLC: VYM position timeline

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

EXECUTIVE WEALTH GROUP LLC held 292,300 VYM 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 292,300 shares
    Change vs previous 13F +194,672 shares

    7.08% of the 13F portfolio, value $33,994,099.

    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 97,628 shares
    Change vs previous 13F -1,419 shares

    6.93% of the 13F portfolio, value $10,898,174.

    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 99,047 shares
    Change vs previous 13F +498 shares

    7.27% of the 13F portfolio, value $10,233,491.

    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 98,549 shares
    Change vs previous 13F +486 shares

    7.06% of the 13F portfolio, value $10,453,081.

    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 98,063 shares
    Change vs previous 13F -38 shares

    7.33% of the 13F portfolio, value $10,345,610.

    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 98,101 shares
    Change vs previous 13F +887 shares

    8.11% of the 13F portfolio, value $10,615,477.

    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 97,214 shares
    Change vs previous 13F +448 shares

    7.92% of the 13F portfolio, value $9,223,670.

    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 96,766 shares
    Change vs previous 13F not available

    7.61% of the 13F portfolio, value $9,841,061.

    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).