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Disclosery

Executive Wealth Management, LLC: IBDT position timeline

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

Executive Wealth Management, LLC held 152,044 IBDT 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 152,044 shares
    Change vs previous 13F +39,555 shares

    0.3% of the 13F portfolio, value $3,785,901.

    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 112,489 shares
    Change vs previous 13F +80,190 shares

    0.23% of the 13F portfolio, value $2,871,854.

    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 32,299 shares
    Change vs previous 13F +14,007 shares

    0.15% of the 13F portfolio, value $800,037.

    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 18,292 shares
    Change vs previous 13F +6,961 shares

    0.04% of the 13F portfolio, value $452,006.

    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 11,331 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $284,305.

    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).