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Disclosery

Executive Wealth Management, LLC: UBER position timeline

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

Executive Wealth Management, LLC held 0 UBER shares at 2024-09-30 per its 13F-HR/A filed 2024-11-15.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F/A 0 shares
    Change vs previous 13F -7,040 shares

    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).

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

  2. period ended2024-06-30
    13F/A 7,040 shares
    Change vs previous 13F +1,245 shares

    0.09% of the 13F portfolio, value $511,667.

    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).

  3. period ended2024-03-31
    13F 5,795 shares
    Change vs previous 13F +1,786 shares

    0.04% of the 13F portfolio, value $442,738.

    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).

  4. period ended2023-12-31
    13F 4,009 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,834.

    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).