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Disclosery

Executive Wealth Management, LLC: CRM position timeline

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

Executive Wealth Management, LLC held 10,192 CRM 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 10,192 shares
    Change vs previous 13F -139 shares

    0.27% of the 13F portfolio, value $3,407,506.

    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 10,331 shares
    Change vs previous 13F -136 shares

    0.22% of the 13F portfolio, value $2,827,759.

    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 10,467 shares
    Change vs previous 13F -248 shares

    0.49% of the 13F portfolio, value $2,690,982.

    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 10,715 shares
    Change vs previous 13F -1,600 shares

    0.28% of the 13F portfolio, value $3,238,565.

    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 12,315 shares
    Change vs previous 13F +248 shares

    0.3% of the 13F portfolio, value $3,240,700.

    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 12,067 shares
    Change vs previous 13F +273 shares

    0.25% of the 13F portfolio, value $2,447,047.

    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 11,794 shares
    Change vs previous 13F -546 shares

    0.26% of the 13F portfolio, value $2,491,706.

    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 12,340 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,465,385.

    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).