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Executive Wealth Management, LLC: MUNI position timeline

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

Executive Wealth Management, LLC held 66,308 MUNI 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 66,308 shares
    Change vs previous 13F +2,488 shares

    0.27% of the 13F portfolio, value $3,430,103.

    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 63,820 shares
    Change vs previous 13F +11,108 shares

    0.27% of the 13F portfolio, value $3,381,180.

    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 52,712 shares
    Change vs previous 13F -726 shares

    0.5% of the 13F portfolio, value $2,744,165.

    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 53,438 shares
    Change vs previous 13F -13,033 shares

    0.24% of the 13F portfolio, value $2,789,463.

    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 66,471 shares
    Change vs previous 13F -31,243 shares

    0.33% of the 13F portfolio, value $3,509,711.

    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 97,714 shares
    Change vs previous 13F +53,745 shares

    0.51% of the 13F portfolio, value $4,892,562.

    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 43,969 shares
    Change vs previous 13F +7,064 shares

    0.24% of the 13F portfolio, value $2,279,375.

    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 36,905 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,928,657.

    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).