Executive Wealth Management, LLC: FLOT position timeline

Executive Wealth Management, LLC held 0 FLOT shares at 2024-03-31 per its 13F-HR filed 2024-05-13.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -9,551 shares

   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).

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

2. period ended2023-12-31

   13F 9,551 shares

   Change vs previous 13F -722 shares

   0.05% of the 13F portfolio, value $483,473.

   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).

3. period ended2023-09-30

   13F 10,273 shares

   Change vs previous 13F -600 shares

   0.05% of the 13F portfolio, value $522,805.

   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).

4. period ended2023-06-30

   13F 10,873 shares

   Change vs previous 13F -1,046 shares

   0.06% of the 13F portfolio, value $552,575.

   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).

5. period ended2023-03-31

   13F/A 11,919 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $600,615.

   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).