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Executive Wealth Management, LLC: MA position timeline

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

Executive Wealth Management, LLC held 14,637 MA 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 14,637 shares
    Change vs previous 13F +175 shares

    0.6% of the 13F portfolio, value $7,707,327.

    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 14,462 shares
    Change vs previous 13F +93 shares

    0.56% of the 13F portfolio, value $7,141,481.

    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 14,369 shares
    Change vs previous 13F +225 shares

    1.16% of the 13F portfolio, value $6,339,237.

    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 14,144 shares
    Change vs previous 13F -164 shares

    0.59% of the 13F portfolio, value $6,766,348.

    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 14,308 shares
    Change vs previous 13F +1,191 shares

    0.57% of the 13F portfolio, value $6,102,809.

    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 13,117 shares
    Change vs previous 13F +1,194 shares

    0.54% of the 13F portfolio, value $5,193,424.

    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).

  7. period ended2023-06-30
    13F 11,923 shares
    Change vs previous 13F +2,501 shares

    0.49% of the 13F portfolio, value $4,689,563.

    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).

  8. period ended2023-03-31
    13F/A 9,422 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,424,174.

    13F-HR/A 0001542611-23-000005 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).