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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

  1. period ended2024-06-30
    13F/A 0 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 3,150 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 3,135 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 6,905 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 7,635 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F/A 7,507 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).