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Executive Wealth Management, LLC: NOW position timeline

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

Executive Wealth Management, LLC held 3,207 NOW 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 3,207 shares
    Change vs previous 13F -102 shares

    0.27% of the 13F portfolio, value $3,400,030.

    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 3,309 shares
    Change vs previous 13F -54 shares

    0.23% of the 13F portfolio, value $2,959,727.

    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 3,363 shares
    Change vs previous 13F +18 shares

    0.49% of the 13F portfolio, value $2,645,739.

    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 3,345 shares
    Change vs previous 13F +229 shares

    0.23% of the 13F portfolio, value $2,570,361.

    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 3,116 shares
    Change vs previous 13F -828 shares

    0.21% of the 13F portfolio, value $2,201,573.

    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 3,944 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $2,204,657.

    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 3,947 shares
    Change vs previous 13F -140 shares

    0.23% of the 13F portfolio, value $2,218,215.

    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 4,087 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,899,409.

    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).