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Disclosery

Executive Wealth Management, LLC: CCI position timeline

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

Executive Wealth Management, LLC held 0 CCI shares at 2023-12-31 per its 13F-HR filed 2024-01-26.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -42,348 shares

    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).

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

  2. period ended2023-09-30
    13F 42,348 shares
    Change vs previous 13F +681 shares

    0.4% of the 13F portfolio, value $3,897,372.

    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).

  3. period ended2023-06-30
    13F 41,667 shares
    Change vs previous 13F -3,391 shares

    0.49% of the 13F portfolio, value $4,747,562.

    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).

  4. period ended2023-03-31
    13F/A 45,058 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,030,624.

    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).