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Executive Wealth Management, LLC: MNST position timeline

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

Executive Wealth Management, LLC held 54,238 MNST 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 54,238 shares
    Change vs previous 13F -716 shares

    0.22% of the 13F portfolio, value $2,850,749.

    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 54,954 shares
    Change vs previous 13F +8,287 shares

    0.22% of the 13F portfolio, value $2,866,950.

    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 46,667 shares
    Change vs previous 13F +4,821 shares

    0.43% of the 13F portfolio, value $2,331,017.

    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 41,846 shares
    Change vs previous 13F +2,625 shares

    0.21% of the 13F portfolio, value $2,416,188.

    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 39,221 shares
    Change vs previous 13F +5,107 shares

    0.21% of the 13F portfolio, value $2,259,521.

    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 34,114 shares
    Change vs previous 13F +957 shares

    0.19% of the 13F portfolio, value $1,806,336.

    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 33,157 shares
    Change vs previous 13F +14,422 shares

    0.2% of the 13F portfolio, value $1,904,538.

    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 18,735 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,011,877.

    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).