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Disclosery

Executive Wealth Management, LLC: TRV position timeline

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

Executive Wealth Management, LLC held 37,686 TRV 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 37,686 shares
    Change vs previous 13F -533 shares

    0.71% of the 13F portfolio, value $9,078,096.

    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 38,219 shares
    Change vs previous 13F +38,219 shares

    0.7% of the 13F portfolio, value $8,947,865.

    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 -38,158 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 38,158 shares
    Change vs previous 13F -2,476 shares

    0.76% of the 13F portfolio, value $8,706,056.

    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 40,634 shares
    Change vs previous 13F -852 shares

    0.73% of the 13F portfolio, value $7,740,416.

    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 41,486 shares
    Change vs previous 13F +840 shares

    0.7% of the 13F portfolio, value $6,775,166.

    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 40,646 shares
    Change vs previous 13F +1,482 shares

    0.73% of the 13F portfolio, value $7,058,751.

    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 39,164 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,713,199.

    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).