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Executive Wealth Management, LLC: TQQQ position timeline

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

Executive Wealth Management, LLC held 6,155 TQQQ 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 6,155 shares
    Change vs previous 13F -138 shares

    0.04% of the 13F portfolio, value $487,067.

    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 6,293 shares
    Change vs previous 13F -51 shares

    0.04% of the 13F portfolio, value $456,193.

    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 6,344 shares
    Change vs previous 13F -2,152 shares

    0.09% of the 13F portfolio, value $468,337.

    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 8,496 shares
    Change vs previous 13F -8,553 shares

    0.05% of the 13F portfolio, value $526,237.

    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 17,049 shares
    Change vs previous 13F -1,848 shares

    0.08% of the 13F portfolio, value $864,425.

    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 18,897 shares
    Change vs previous 13F -585 shares

    0.07% of the 13F portfolio, value $673,143.

    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 19,482 shares
    Change vs previous 13F +706 shares

    0.08% of the 13F portfolio, value $798,767.

    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 18,776 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $530,637.

    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).