Executive Wealth Management, LLC: VGLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on VGLT, newest first. How the timeline and the estimate are built.
Executive Wealth Management, LLC held 161,624 VGLT shares at 2024-12-31 per its 13F-HR filed 2025-02-13.
the latest 13F is the newest step
- period ended2024-12-3113F 161,624 sharesChange vs previous 13F +679 shares
0.7% of the 13F portfolio, value $8,945,866.
13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 160,945 sharesChange vs previous 13F -193 shares
0.78% of the 13F portfolio, value $9,904,527.
13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F/A 161,138 sharesChange vs previous 13F +11,404 shares
1.7% of the 13F portfolio, value $9,294,440.
13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 149,734 sharesChange vs previous 13F +142,456 shares
0.76% of the 13F portfolio, value $8,687,553.
13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 7,278 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $447,815.
13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).