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Disclosery

Executive Wealth Management, LLC: ILF position timeline

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

Executive Wealth Management, LLC held 0 ILF shares at 2024-03-31 per its 13F-HR filed 2024-05-13.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -217,417 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 217,417 shares
    Change vs previous 13F -14,600 shares

    0.59% of the 13F portfolio, value $6,318,147.

    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).

  3. period ended2023-09-30
    13F 232,017 shares
    Change vs previous 13F -17,087 shares

    0.61% of the 13F portfolio, value $5,930,356.

    13F-HR 0001542611-23-000009 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 ended2023-06-30
    13F 249,104 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,768,162.

    13F-HR 0001542611-23-000006 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).