Executive Wealth Management, LLC: AVGO position timeline

Executive Wealth Management, LLC held 18,687 AVGO 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 18,687 shares

   Change vs previous 13F +1,319 shares

   0.34% of the 13F portfolio, value $4,332,309.

   13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F/A 17,368 shares

   Change vs previous 13F +16,933 shares

   0.23% of the 13F portfolio, value $2,996,059.

   13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F/A 435 shares

   Change vs previous 13F -13 shares

   0.13% of the 13F portfolio, value $698,032.

   13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 448 shares

   Change vs previous 13F +61 shares

   0.05% of the 13F portfolio, value $605,017.

   13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 387 shares

   Change vs previous 13F +75 shares

   0.04% of the 13F portfolio, value $432,581.

   13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 312 shares

   Change vs previous 13F -10 shares

   0.03% of the 13F portfolio, value $259,437.

   13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 322 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $279,622.

   13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
   Filed 2023-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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