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Executive Wealth Management, LLC: FALN position timeline

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

Executive Wealth Management, LLC held 338,800 FALN 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 338,800 shares
    Change vs previous 13F +14,796 shares

    0.71% of the 13F portfolio, value $9,049,337.

    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 324,004 shares
    Change vs previous 13F +31,055 shares

    0.69% of the 13F portfolio, value $8,858,280.

    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 292,949 shares
    Change vs previous 13F -75,654 shares

    1.41% of the 13F portfolio, value $7,672,329.

    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 368,603 shares
    Change vs previous 13F +19,381 shares

    0.86% of the 13F portfolio, value $9,801,155.

    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 349,222 shares
    Change vs previous 13F +42,473 shares

    0.87% of the 13F portfolio, value $9,219,478.

    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 306,749 shares
    Change vs previous 13F +84,761 shares

    0.79% of the 13F portfolio, value $7,607,395.

    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 221,988 shares
    Change vs previous 13F +148,386 shares

    0.58% of the 13F portfolio, value $5,631,837.

    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 73,602 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,859,924.

    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).