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Disclosery

Executive Wealth Management, LLC: TJX position timeline

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

Executive Wealth Management, LLC held 31,741 TJX 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 31,741 shares
    Change vs previous 13F -92 shares

    0.3% of the 13F portfolio, value $3,834,591.

    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 31,833 shares
    Change vs previous 13F +31,833 shares

    0.29% of the 13F portfolio, value $3,741,676.

    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 0 shares
    Change vs previous 13F -27,760 shares

    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).

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

  4. period ended2024-03-31
    13F 27,760 shares
    Change vs previous 13F +1,602 shares

    0.24% of the 13F portfolio, value $2,767,627.

    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 26,158 shares
    Change vs previous 13F -2,135 shares

    0.23% of the 13F portfolio, value $2,453,933.

    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 28,293 shares
    Change vs previous 13F +5,254 shares

    0.26% of the 13F portfolio, value $2,514,743.

    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 23,039 shares
    Change vs previous 13F +7,387 shares

    0.2% of the 13F portfolio, value $1,953,483.

    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 15,652 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,226,541.

    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).