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Disclosery

Executive Wealth Management, LLC: IBDW position timeline

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

Executive Wealth Management, LLC held 174,222 IBDW 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 174,222 shares
    Change vs previous 13F +48,203 shares

    0.28% of the 13F portfolio, value $3,545,413.

    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 126,019 shares
    Change vs previous 13F +94,602 shares

    0.21% of the 13F portfolio, value $2,674,120.

    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 31,417 shares
    Change vs previous 13F +14,987 shares

    0.12% of the 13F portfolio, value $637,441.

    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 16,430 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $332,703.

    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).