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Executive Wealth Management, LLC: QQQM position timeline

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

Executive Wealth Management, LLC held 75,221 QQQM 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 75,221 shares
    Change vs previous 13F +25,982 shares

    1.24% of the 13F portfolio, value $15,830,193.

    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 49,239 shares
    Change vs previous 13F +1,540 shares

    0.78% of the 13F portfolio, value $9,889,620.

    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 47,699 shares
    Change vs previous 13F +3,581 shares

    1.72% of the 13F portfolio, value $9,401,887.

    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 44,118 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,078,393.

    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).