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Disclosery

Executive Wealth Management, LLC: AVDE position timeline

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

Executive Wealth Management, LLC held 387,857 AVDE 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 387,857 shares
    Change vs previous 13F -2,951 shares

    1.86% of the 13F portfolio, value $23,802,835.

    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 390,808 shares
    Change vs previous 13F +390,808 shares

    2.05% of the 13F portfolio, value $26,195,887.

    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 0 shares
    Change vs previous 13F -360,178 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 360,178 shares
    Change vs previous 13F -233,935 shares

    2% of the 13F portfolio, value $22,856,896.

    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 594,113 shares
    Change vs previous 13F +11,955 shares

    3.38% of the 13F portfolio, value $35,902,265.

    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 582,158 shares
    Change vs previous 13F +31,345 shares

    3.35% of the 13F portfolio, value $32,397,134.

    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 550,813 shares
    Change vs previous 13F +16,328 shares

    3.27% of the 13F portfolio, value $31,616,705.

    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 534,485 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $30,481,698.

    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).