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Disclosery

Executive Wealth Management, LLC: COST position timeline

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

Executive Wealth Management, LLC held 4,868 COST 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 4,868 shares
    Change vs previous 13F -490 shares

    0.35% of the 13F portfolio, value $4,460,775.

    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 5,358 shares
    Change vs previous 13F +98 shares

    0.37% of the 13F portfolio, value $4,749,816.

    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 5,260 shares
    Change vs previous 13F +6 shares

    0.82% of the 13F portfolio, value $4,470,778.

    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).

  4. period ended2024-03-31
    13F 5,254 shares
    Change vs previous 13F +450 shares

    0.33% of the 13F portfolio, value $3,789,542.

    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 4,804 shares
    Change vs previous 13F -596 shares

    0.3% of the 13F portfolio, value $3,171,185.

    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 5,400 shares
    Change vs previous 13F -2,514 shares

    0.32% of the 13F portfolio, value $3,051,050.

    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 7,914 shares
    Change vs previous 13F +866 shares

    0.44% of the 13F portfolio, value $4,260,872.

    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 7,048 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,502,358.

    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).