Executive Wealth Management, LLC: EVR position timeline

Executive Wealth Management, LLC held 0 EVR 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 -33,113 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 33,113 shares

   Change vs previous 13F -25,126 shares

   0.55% of the 13F portfolio, value $6,266,588.

   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 58,239 shares

   Change vs previous 13F -2,051 shares

   0.94% of the 13F portfolio, value $9,961,798.

   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 60,290 shares

   Change vs previous 13F +1,040 shares

   0.86% of the 13F portfolio, value $8,312,908.

   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 59,250 shares

   Change vs previous 13F +11,730 shares

   0.76% of the 13F portfolio, value $7,322,829.

   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 47,520 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $5,482,965.

   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).