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Disclosery

Executive Wealth Management, LLC: META position timeline

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

Executive Wealth Management, LLC held 30,052 META 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 30,052 shares
    Change vs previous 13F -408 shares

    1.38% of the 13F portfolio, value $17,595,916.

    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 30,460 shares
    Change vs previous 13F +629 shares

    1.37% of the 13F portfolio, value $17,436,772.

    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 29,831 shares
    Change vs previous 13F -371 shares

    2.76% of the 13F portfolio, value $15,041,347.

    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 30,202 shares
    Change vs previous 13F -3,902 shares

    1.3% of the 13F portfolio, value $14,839,658.

    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 34,104 shares
    Change vs previous 13F +1,385 shares

    1.14% of the 13F portfolio, value $12,071,628.

    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 32,719 shares
    Change vs previous 13F +729 shares

    1.02% of the 13F portfolio, value $9,822,721.

    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 31,990 shares
    Change vs previous 13F -914 shares

    0.95% of the 13F portfolio, value $9,180,490.

    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 32,904 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,973,673.

    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).