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Executive Wealth Management, LLC: CSCO position timeline

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

Executive Wealth Management, LLC held 5,897 CSCO 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 5,897 shares
    Change vs previous 13F -576 shares

    0.03% of the 13F portfolio, value $349,089.

    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 6,473 shares
    Change vs previous 13F -145,008 shares

    0.03% of the 13F portfolio, value $344,515.

    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 151,481 shares
    Change vs previous 13F +7,739 shares

    1.32% of the 13F portfolio, value $7,196,841.

    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 143,742 shares
    Change vs previous 13F -1,770 shares

    0.63% of the 13F portfolio, value $7,192,834.

    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 145,512 shares
    Change vs previous 13F +1,854 shares

    0.69% of the 13F portfolio, value $7,351,303.

    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 143,658 shares
    Change vs previous 13F +3,600 shares

    0.8% of the 13F portfolio, value $7,723,096.

    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 140,058 shares
    Change vs previous 13F +10,624 shares

    0.75% of the 13F portfolio, value $7,246,647.

    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 129,434 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,766,167.

    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).