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Disclosery

Executive Wealth Management, LLC: EMTL position timeline

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

Executive Wealth Management, LLC held 46,262 EMTL 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 46,262 shares
    Change vs previous 13F +1,989 shares

    0.15% of the 13F portfolio, value $1,947,879.

    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 44,273 shares
    Change vs previous 13F +4,188 shares

    0.15% of the 13F portfolio, value $1,925,449.

    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 40,085 shares
    Change vs previous 13F +1,850 shares

    0.31% of the 13F portfolio, value $1,693,993.

    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 38,235 shares
    Change vs previous 13F +2,188 shares

    0.14% of the 13F portfolio, value $1,600,726.

    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 36,047 shares
    Change vs previous 13F +4,396 shares

    0.14% of the 13F portfolio, value $1,511,816.

    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 31,651 shares
    Change vs previous 13F +1,944 shares

    0.13% of the 13F portfolio, value $1,269,728.

    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 29,707 shares
    Change vs previous 13F +7,222 shares

    0.13% of the 13F portfolio, value $1,215,917.

    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 22,485 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $919,179.

    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).