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Disclosery

Executive Wealth Management, LLC: STE position timeline

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

Executive Wealth Management, LLC held 0 STE shares at 2024-09-30 per its 13F-HR/A filed 2024-11-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F/A 0 shares
    Change vs previous 13F -10,052 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F/A 10,052 shares
    Change vs previous 13F +97 shares

    0.4% of the 13F portfolio, value $2,206,803.

    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).

  3. period ended2024-03-31
    13F 9,955 shares
    Change vs previous 13F +629 shares

    0.19% of the 13F portfolio, value $2,200,355.

    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).

  4. period ended2023-12-31
    13F 9,326 shares
    Change vs previous 13F +808 shares

    0.19% of the 13F portfolio, value $2,050,339.

    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).

  5. period ended2023-09-30
    13F 8,518 shares
    Change vs previous 13F +1,491 shares

    0.19% of the 13F portfolio, value $1,869,104.

    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).

  6. period ended2023-06-30
    13F 7,027 shares
    Change vs previous 13F +2,551 shares

    0.16% of the 13F portfolio, value $1,581,156.

    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).

  7. period ended2023-03-31
    13F/A 4,476 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $856,344.

    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).