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Disclosery

Executive Wealth Management, LLC: NET position timeline

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

Executive Wealth Management, LLC held 31,335 NET 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 31,335 shares
    Change vs previous 13F -2,357 shares

    0.26% of the 13F portfolio, value $3,374,152.

    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 33,692 shares
    Change vs previous 13F -515 shares

    0.21% of the 13F portfolio, value $2,725,346.

    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 34,207 shares
    Change vs previous 13F +3,261 shares

    0.52% of the 13F portfolio, value $2,833,366.

    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 30,946 shares
    Change vs previous 13F +7,042 shares

    0.26% of the 13F portfolio, value $2,960,294.

    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 23,904 shares
    Change vs previous 13F +463 shares

    0.19% of the 13F portfolio, value $1,990,247.

    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 23,441 shares
    Change vs previous 13F +2,118 shares

    0.15% of the 13F portfolio, value $1,477,720.

    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 21,323 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,393,884.

    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).