Executive Wealth Management, LLC: MUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on MUB, newest first. How the timeline and the estimate are built.
Executive Wealth Management, LLC held 0 MUB shares at 2024-06-30 per its 13F-HR/A filed 2024-08-08.
the latest 13F is the newest step
- period ended2024-06-3013F/A 0 sharesChange vs previous 13F -3,150 shares
13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 3,150 sharesChange vs previous 13F +15 shares
0.03% of the 13F portfolio, value $337,126.
13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 3,135 sharesChange vs previous 13F -3,770 shares
0.03% of the 13F portfolio, value $339,921.
13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 6,905 sharesChange vs previous 13F -730 shares
0.07% of the 13F portfolio, value $708,126.
13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 7,635 sharesChange vs previous 13F +128 shares
0.08% of the 13F portfolio, value $814,936.
13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F/A 7,507 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $808,901.
13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).