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Disclosery

Executive Wealth Management, LLC: SUB position timeline

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

Executive Wealth Management, LLC held 0 SUB shares at 2023-12-31 per its 13F-HR filed 2024-01-26.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -15,922 shares

    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).

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

  2. period ended2023-09-30
    13F 15,922 shares
    Change vs previous 13F -23,085 shares

    0.17% of the 13F portfolio, value $1,637,835.

    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).

  3. period ended2023-06-30
    13F 39,007 shares
    Change vs previous 13F -8,869 shares

    0.42% of the 13F portfolio, value $4,058,359.

    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).

  4. period ended2023-03-31
    13F/A 47,876 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,011,720.

    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).