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Disclosery

Executive Wealth Management, LLC: CRWD position timeline

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

Executive Wealth Management, LLC held 882 CRWD 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 882 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $301,785.

    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 1,008 shares
    Change vs previous 13F -1,257 shares

    0.02% of the 13F portfolio, value $282,714.

    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 2,265 shares
    Change vs previous 13F +74 shares

    0.16% of the 13F portfolio, value $867,925.

    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 2,191 shares
    Change vs previous 13F +259 shares

    0.06% of the 13F portfolio, value $700,222.

    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 1,932 shares
    Change vs previous 13F +430 shares

    0.05% of the 13F portfolio, value $493,278.

    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 1,502 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $251,404.

    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 1,602 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $235,285.

    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 1,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $219,890.

    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).