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Disclosery

Executive Wealth Management, LLC: STZ position timeline

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

Executive Wealth Management, LLC held 12,755 STZ 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 12,755 shares
    Change vs previous 13F -230 shares

    0.22% of the 13F portfolio, value $2,818,799.

    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 12,985 shares
    Change vs previous 13F +2,060 shares

    0.26% of the 13F portfolio, value $3,346,145.

    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 10,925 shares
    Change vs previous 13F +246 shares

    0.52% of the 13F portfolio, value $2,810,791.

    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 10,679 shares
    Change vs previous 13F +651 shares

    0.25% of the 13F portfolio, value $2,840,512.

    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 10,028 shares
    Change vs previous 13F +860 shares

    0.23% of the 13F portfolio, value $2,424,457.

    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 9,168 shares
    Change vs previous 13F +1,551 shares

    0.24% of the 13F portfolio, value $2,304,418.

    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 7,617 shares
    Change vs previous 13F +2,618 shares

    0.19% of the 13F portfolio, value $1,874,836.

    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 4,999 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,129,302.

    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).