Executive Wealth Management, LLC: SMLF position timeline

Executive Wealth Management, LLC held 5,173 SMLF 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 5,173 shares

   Change vs previous 13F -1,232 shares

   0.03% of the 13F portfolio, value $349,210.

   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 6,405 shares

   Change vs previous 13F +24 shares

   0.03% of the 13F portfolio, value $424,970.

   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 6,381 shares

   Change vs previous 13F +17 shares

   0.07% of the 13F portfolio, value $390,605.

   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 6,364 shares

   Change vs previous 13F +161 shares

   0.04% of the 13F portfolio, value $401,799.

   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 6,203 shares

   Change vs previous 13F +85 shares

   0.03% of the 13F portfolio, value $364,892.

   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 6,118 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $316,508.

   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).