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Disclosery

Executive Wealth Management, LLC: SPY position timeline

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

Executive Wealth Management, LLC held 6,035 SPY 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 6,035 shares
    Change vs previous 13F +743 shares

    0.28% of the 13F portfolio, value $3,537,275.

    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 5,292 shares
    Change vs previous 13F -83 shares

    0.24% of the 13F portfolio, value $3,036,327.

    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 5,375 shares
    Change vs previous 13F -81 shares

    0.54% of the 13F portfolio, value $2,925,302.

    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 5,456 shares
    Change vs previous 13F +61 shares

    0.25% of the 13F portfolio, value $2,848,659.

    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 5,395 shares
    Change vs previous 13F +1,048 shares

    0.24% of the 13F portfolio, value $2,564,726.

    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 4,347 shares
    Change vs previous 13F +319 shares

    0.19% of the 13F portfolio, value $1,858,674.

    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 4,028 shares
    Change vs previous 13F +439 shares

    0.18% of the 13F portfolio, value $1,785,874.

    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 3,589 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,469,520.

    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).