Skip to content
Disclosery

Executive Wealth Management, LLC: UUP position timeline

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

Executive Wealth Management, LLC held 173,608 UUP 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 173,608 shares
    Change vs previous 13F +173,608 shares

    0.4% of the 13F portfolio, value $5,107,553.

    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 ended2023-03-31
    13F/A 0 shares
    Change vs previous 13F not available

    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).

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