Executive Wealth Management, LLC: EQIX position timeline

Executive Wealth Management, LLC held 0 EQIX shares at 2024-06-30 per its 13F-HR/A filed 2024-08-08.

the latest 13F is the newest step

1. period ended2024-06-30

   13F/A 0 shares

   Change vs previous 13F -666 shares

   13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 666 shares

   Change vs previous 13F -11,161 shares

   0.05% of the 13F portfolio, value $533,225.

   13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-12-31

   13F 11,827 shares

   Change vs previous 13F +1,284 shares

   0.9% of the 13F portfolio, value $9,526,091.

   13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-09-30

   13F 10,543 shares

   Change vs previous 13F +771 shares

   0.79% of the 13F portfolio, value $7,657,489.

   13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-06-30

   13F 9,772 shares

   Change vs previous 13F +2,504 shares

   0.79% of the 13F portfolio, value $7,661,384.

   13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
   Filed 2023-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-03-31

   13F/A 7,268 shares

   Change vs previous 13F not available

   0.58% of the 13F portfolio, value $5,240,584.

   13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).