Skip to content
Disclosery

Executive Wealth Management, LLC: IBDR position timeline

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

Executive Wealth Management, LLC held 153,756 IBDR 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 153,756 shares
    Change vs previous 13F +41,154 shares

    0.29% of the 13F portfolio, value $3,700,917.

    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 112,602 shares
    Change vs previous 13F +84,101 shares

    0.21% of the 13F portfolio, value $2,736,220.

    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 28,501 shares
    Change vs previous 13F +13,717 shares

    0.12% of the 13F portfolio, value $678,889.

    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 14,784 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $350,969.

    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).