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Disclosery

Executive Wealth Management, LLC: GLD position timeline

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

Executive Wealth Management, LLC held 54,019 GLD 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 54,019 shares
    Change vs previous 13F -638 shares

    1.02% of the 13F portfolio, value $13,079,580.

    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 54,657 shares
    Change vs previous 13F -525 shares

    1.04% of the 13F portfolio, value $13,284,890.

    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 55,182 shares
    Change vs previous 13F +9 shares

    2.18% of the 13F portfolio, value $11,864,646.

    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 55,173 shares
    Change vs previous 13F +168 shares

    1.01% of the 13F portfolio, value $11,466,018.

    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 55,005 shares
    Change vs previous 13F +2,039 shares

    0.99% of the 13F portfolio, value $10,515,369.

    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 52,966 shares
    Change vs previous 13F -5,075 shares

    0.94% of the 13F portfolio, value $9,081,077.

    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 58,041 shares
    Change vs previous 13F -880 shares

    1.07% of the 13F portfolio, value $10,347,028.

    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 58,921 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $10,795,534.

    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).