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Disclosery

Executive Wealth Management, LLC: IBDS position timeline

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

Executive Wealth Management, LLC held 157,585 IBDS 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 157,585 shares
    Change vs previous 13F +41,312 shares

    0.3% of the 13F portfolio, value $3,775,726.

    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 116,273 shares
    Change vs previous 13F +83,946 shares

    0.22% of the 13F portfolio, value $2,833,574.

    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 32,327 shares
    Change vs previous 13F +14,396 shares

    0.14% of the 13F portfolio, value $767,118.

    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 17,931 shares
    Change vs previous 13F +7,273 shares

    0.04% of the 13F portfolio, value $424,416.

    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 10,658 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $255,065.

    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).