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Disclosery

Executive Wealth Management, LLC: BRK-B position timeline

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

Executive Wealth Management, LLC held 10,185 BRK-B 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 10,185 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $4,616,657.

    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 10,180 shares
    Change vs previous 13F +10,180 shares

    0.37% of the 13F portfolio, value $4,685,447.

    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 -9,721 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 9,721 shares
    Change vs previous 13F +399 shares

    0.36% of the 13F portfolio, value $4,084,764.

    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 9,322 shares
    Change vs previous 13F +503 shares

    0.31% of the 13F portfolio, value $3,324,784.

    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 8,819 shares
    Change vs previous 13F +1,071 shares

    0.32% of the 13F portfolio, value $3,089,295.

    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 7,748 shares
    Change vs previous 13F +1,945 shares

    0.27% of the 13F portfolio, value $2,642,068.

    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 5,803 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,791,792.

    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).