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Disclosery

Executive Wealth Management, LLC: SPMD position timeline

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

Executive Wealth Management, LLC held 50,307 SPMD 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 50,307 shares
    Change vs previous 13F +377 shares

    0.22% of the 13F portfolio, value $2,751,287.

    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 49,930 shares
    Change vs previous 13F -117,399 shares

    0.21% of the 13F portfolio, value $2,730,186.

    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 167,329 shares
    Change vs previous 13F +7,544 shares

    1.57% of the 13F portfolio, value $8,583,971.

    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 159,785 shares
    Change vs previous 13F +111,064 shares

    0.74% of the 13F portfolio, value $8,471,779.

    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 48,721 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,373,702.

    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 48,721 shares
    Change vs previous 13F +2,368 shares

    0.22% of the 13F portfolio, value $2,133,527.

    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 46,353 shares
    Change vs previous 13F -134,382 shares

    0.22% of the 13F portfolio, value $2,127,181.

    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 180,735 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,941,512.

    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).