Skip to content
Disclosery

Executive Wealth Management, LLC: JHMM position timeline

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

Executive Wealth Management, LLC held 294,588 JHMM 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 294,588 shares
    Change vs previous 13F -323 shares

    1.38% of the 13F portfolio, value $17,595,756.

    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 294,911 shares
    Change vs previous 13F +89 shares

    1.39% of the 13F portfolio, value $17,753,620.

    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 294,822 shares
    Change vs previous 13F +23,334 shares

    2.98% of the 13F portfolio, value $16,227,011.

    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 271,488 shares
    Change vs previous 13F +53,743 shares

    1.36% of the 13F portfolio, value $15,485,659.

    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 217,745 shares
    Change vs previous 13F +2,909 shares

    1.08% of the 13F portfolio, value $11,466,451.

    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).

  6. period ended2023-09-30
    13F 214,836 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $10,166,039.

    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).