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Disclosery

Executive Wealth Management, LLC: TSLA position timeline

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

Executive Wealth Management, LLC held 3,101 TSLA 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 3,101 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $1,252,308.

    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 3,026 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $791,692.

    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 3,047 shares
    Change vs previous 13F -1,715 shares

    0.11% of the 13F portfolio, value $602,940.

    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 4,762 shares
    Change vs previous 13F +228 shares

    0.07% of the 13F portfolio, value $834,398.

    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 4,534 shares
    Change vs previous 13F +232 shares

    0.11% of the 13F portfolio, value $1,126,608.

    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 4,302 shares
    Change vs previous 13F -518 shares

    0.11% of the 13F portfolio, value $1,076,669.

    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 4,820 shares
    Change vs previous 13F +604 shares

    0.13% of the 13F portfolio, value $1,261,964.

    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 4,216 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $874,651.

    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).