Skip to content
Disclosery

Executive Wealth Management, LLC: V position timeline

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

Executive Wealth Management, LLC held 24,291 V 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 24,291 shares
    Change vs previous 13F +835 shares

    0.6% of the 13F portfolio, value $7,676,954.

    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 23,456 shares
    Change vs previous 13F +368 shares

    0.51% of the 13F portfolio, value $6,449,359.

    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 23,088 shares
    Change vs previous 13F +165 shares

    1.11% of the 13F portfolio, value $6,059,996.

    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 22,923 shares
    Change vs previous 13F -394 shares

    0.56% of the 13F portfolio, value $6,379,132.

    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 23,317 shares
    Change vs previous 13F +1,770 shares

    0.57% of the 13F portfolio, value $6,070,594.

    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 21,547 shares
    Change vs previous 13F +2,142 shares

    0.51% of the 13F portfolio, value $4,956,051.

    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 19,405 shares
    Change vs previous 13F +4,651 shares

    0.48% of the 13F portfolio, value $4,608,311.

    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 14,754 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,326,581.

    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).