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Executive Wealth Management, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on ACN, newest first. How the timeline and the estimate are built.

Executive Wealth Management, LLC held 24,114 ACN shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 24,114 shares
    Change vs previous 13F +1,326 shares

    0.66% of the 13F portfolio, value $8,483,283.

    13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F/A 22,788 shares
    Change vs previous 13F -1,438 shares

    0.63% of the 13F portfolio, value $8,055,085.

    13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F/A 24,226 shares
    Change vs previous 13F +3,035 shares

    1.35% of the 13F portfolio, value $7,350,290.

    13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 21,191 shares
    Change vs previous 13F -4,611 shares

    0.63% of the 13F portfolio, value $7,187,347.

    13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 25,802 shares
    Change vs previous 13F -210 shares

    0.85% of the 13F portfolio, value $9,054,191.

    13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 26,012 shares
    Change vs previous 13F +637 shares

    0.83% of the 13F portfolio, value $7,988,574.

    13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 25,375 shares
    Change vs previous 13F +7,203 shares

    0.81% of the 13F portfolio, value $7,830,273.

    13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F/A 18,172 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,193,970.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).