Executive Wealth Management, LLC: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on AEP, newest first. How the timeline and the estimate are built.
Executive Wealth Management, LLC held 17,111 AEP shares at 2024-12-31 per its 13F-HR filed 2025-02-13.
the latest 13F is the newest step
- period ended2024-12-3113F 17,111 sharesChange vs previous 13F -313 shares
0.12% of the 13F portfolio, value $1,578,137.
13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 17,424 sharesChange vs previous 13F +17,424 shares
0.14% of the 13F portfolio, value $1,787,687.
13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F/A 0 sharesChange vs previous 13F -13,285 shares
13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 13,285 sharesChange vs previous 13F +2,875 shares
0.1% of the 13F portfolio, value $1,123,377.
13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 10,410 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $845,550.
13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).