Executive Wealth Management, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.
Executive Wealth Management, LLC held 0 IEFA shares at 2024-09-30 per its 13F-HR/A filed 2024-11-15.
the latest 13F is the newest step
- period ended2024-09-3013F/A 0 sharesChange vs previous 13F -81,403 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F/A 81,403 sharesChange vs previous 13F +81,403 shares
1.08% of the 13F portfolio, value $5,913,112.
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).
- period ended2023-09-3013F 0 sharesChange vs previous 13F -94,426 shares
13F-HR 0001542611-23-000009 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 ended2023-06-3013F 94,426 sharesChange vs previous 13F +4 shares
0.66% of the 13F portfolio, value $6,373,757.
13F-HR 0001542611-23-000006 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 ended2023-03-3113F/A 94,422 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $6,312,156.
13F-HR/A 0001542611-23-000005 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).