Executive Wealth Management, LLC: USFR position timeline

Executive Wealth Management, LLC held 0 USFR 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 -4,982 shares

   13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   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 4,982 shares

   Change vs previous 13F -375 shares

   0.05% of the 13F portfolio, value $250,621.

   13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 5,357 shares

   Change vs previous 13F -132,127 shares

   0.02% of the 13F portfolio, value $269,489.

   13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 137,484 shares

   Change vs previous 13F -40,730 shares

   0.65% of the 13F portfolio, value $6,907,197.

   13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 178,214 shares

   Change vs previous 13F +144,200 shares

   0.93% of the 13F portfolio, value $8,967,736.

   13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
   Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 34,014 shares

   Change vs previous 13F +38 shares

   0.18% of the 13F portfolio, value $1,711,604.

   13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
   Filed 2023-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F/A 33,976 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,708,001.

   13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).