Executive Wealth Management, LLC: IBDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on IBDU, newest first. How the timeline and the estimate are built.
Executive Wealth Management, LLC held 171,205 IBDU shares at 2024-12-31 per its 13F-HR filed 2025-02-13.
the latest 13F is the newest step
- period ended2024-12-3113F 171,205 sharesChange vs previous 13F +43,085 shares
0.31% of the 13F portfolio, value $3,903,483.
13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 128,120 sharesChange vs previous 13F +128,120 shares
0.24% of the 13F portfolio, value $3,012,096.
13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F/A 0 sharesChange vs previous 13F -27,818 shares
13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 27,818 sharesChange vs previous 13F +14,387 shares
0.06% of the 13F portfolio, value $629,232.
13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 13,431 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $309,869.
13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).