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Executive Wealth Management, LLC: CARY position timeline

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

Executive Wealth Management, LLC held 1,030,885 CARY 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 1,030,885 shares
    Change vs previous 13F +29,921 shares

    1.66% of the 13F portfolio, value $21,225,920.

    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 1,000,964 shares
    Change vs previous 13F +38,844 shares

    1.66% of the 13F portfolio, value $21,210,430.

    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 962,120 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $19,819,672.

    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).