Executive Wealth Management, LLC: PDBC position timeline

Executive Wealth Management, LLC held 480,543 PDBC 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 480,543 shares

   Change vs previous 13F +27,947 shares

   0.49% of the 13F portfolio, value $6,242,257.

   13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F/A 452,596 shares

   Change vs previous 13F +12,906 shares

   0.48% of the 13F portfolio, value $6,078,365.

   13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F/A 439,690 shares

   Change vs previous 13F +20,245 shares

   1.13% of the 13F portfolio, value $6,177,639.

   13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 419,445 shares

   Change vs previous 13F +185,811 shares

   0.51% of the 13F portfolio, value $5,859,645.

   13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 233,634 shares

   Change vs previous 13F -29,043 shares

   0.29% of the 13F portfolio, value $3,107,343.

   13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 262,677 shares

   Change vs previous 13F -7,549 shares

   0.41% of the 13F portfolio, value $3,927,032.

   13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 270,226 shares

   Change vs previous 13F -28,420 shares

   0.38% of the 13F portfolio, value $3,676,434.

   13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
   Filed 2023-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F/A 298,646 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $4,246,748.

   13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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