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Disclosery

Executive Wealth Management, LLC: DIA position timeline

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

Executive Wealth Management, LLC held 1,142 DIA 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 1,142 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $486,109.

    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 1,172 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $496,011.

    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 1,165 shares
    Change vs previous 13F -9 shares

    0.08% of the 13F portfolio, value $455,624.

    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 1,174 shares
    Change vs previous 13F +51 shares

    0.04% of the 13F portfolio, value $464,287.

    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 1,123 shares
    Change vs previous 13F -37 shares

    0.04% of the 13F portfolio, value $423,581.

    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 1,160 shares
    Change vs previous 13F -34 shares

    0.04% of the 13F portfolio, value $388,870.

    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 1,194 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $410,795.

    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 1,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $391,268.

    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).