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Disclosery

Executive Wealth Management, LLC: FIVE position timeline

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

Executive Wealth Management, LLC held 0 FIVE shares at 2024-09-30 per its 13F-HR/A filed 2024-11-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F/A 0 shares
    Change vs previous 13F -16,311 shares

    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).

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

  2. period ended2024-06-30
    13F/A 16,311 shares
    Change vs previous 13F +3,878 shares

    0.33% of the 13F portfolio, value $1,777,410.

    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).

  3. period ended2024-03-31
    13F 12,433 shares
    Change vs previous 13F +2,162 shares

    0.19% of the 13F portfolio, value $2,224,015.

    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).

  4. period ended2023-12-31
    13F 10,271 shares
    Change vs previous 13F -214 shares

    0.21% of the 13F portfolio, value $2,189,366.

    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).

  5. period ended2023-09-30
    13F 10,485 shares
    Change vs previous 13F -120 shares

    0.17% of the 13F portfolio, value $1,687,036.

    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).

  6. period ended2023-06-30
    13F 10,605 shares
    Change vs previous 13F +1,603 shares

    0.22% of the 13F portfolio, value $2,084,306.

    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).

  7. period ended2023-03-31
    13F/A 9,002 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,854,141.

    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).