Executive Wealth Management, LLC: VCSH position timeline

Executive Wealth Management, LLC held 266,966 VCSH 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 266,966 shares

   Change vs previous 13F +6,855 shares

   1.63% of the 13F portfolio, value $20,826,002.

   13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F/A 260,111 shares

   Change vs previous 13F +5,076 shares

   1.62% of the 13F portfolio, value $20,658,036.

   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).

3. period ended2024-06-30

   13F/A 255,035 shares

   Change vs previous 13F +10,277 shares

   3.61% of the 13F portfolio, value $19,707,858.

   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).

4. period ended2024-03-31

   13F 244,758 shares

   Change vs previous 13F +20,390 shares

   1.65% of the 13F portfolio, value $18,821,873.

   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).

5. period ended2023-12-31

   13F 224,368 shares

   Change vs previous 13F -5,746 shares

   1.63% of the 13F portfolio, value $17,359,425.

   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).

6. period ended2023-09-30

   13F 230,114 shares

   Change vs previous 13F -7,165 shares

   1.79% of the 13F portfolio, value $17,293,127.

   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).

7. period ended2023-06-30

   13F 237,279 shares

   Change vs previous 13F -5,273 shares

   1.86% of the 13F portfolio, value $17,952,555.

   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).

8. period ended2023-03-31

   13F/A 242,552 shares

   Change vs previous 13F not available

   2.05% of the 13F portfolio, value $18,489,812.

   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).