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Executive Wealth Management, LLC: TMDX position timeline

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

Executive Wealth Management, LLC held 20,422 TMDX 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 20,422 shares
    Change vs previous 13F +7,424 shares

    0.1% of the 13F portfolio, value $1,273,312.

    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 12,998 shares
    Change vs previous 13F -3,096 shares

    0.16% of the 13F portfolio, value $2,040,686.

    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 16,094 shares
    Change vs previous 13F -6,639 shares

    0.44% of the 13F portfolio, value $2,424,078.

    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 22,733 shares
    Change vs previous 13F -5,408 shares

    0.15% of the 13F portfolio, value $1,669,284.

    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 28,141 shares
    Change vs previous 13F +6,928 shares

    0.21% of the 13F portfolio, value $2,221,169.

    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 21,213 shares
    Change vs previous 13F +6,691 shares

    0.12% of the 13F portfolio, value $1,161,411.

    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 14,522 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,219,557.

    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).