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Executive Wealth Management, LLC: VMBS position timeline

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

Executive Wealth Management, LLC held 1,120,199 VMBS 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 1,120,199 shares
    Change vs previous 13F +29,634 shares

    3.98% of the 13F portfolio, value $50,789,856.

    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 1,090,565 shares
    Change vs previous 13F +22,843 shares

    4.04% of the 13F portfolio, value $51,485,559.

    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 1,067,722 shares
    Change vs previous 13F +54,678 shares

    8.89% of the 13F portfolio, value $48,474,598.

    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 1,013,044 shares
    Change vs previous 13F +94,000 shares

    4.01% of the 13F portfolio, value $45,789,598.

    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 919,044 shares
    Change vs previous 13F -25,129 shares

    4.01% of the 13F portfolio, value $42,606,882.

    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 944,173 shares
    Change vs previous 13F -2,037 shares

    4.28% of the 13F portfolio, value $41,335,897.

    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 946,210 shares
    Change vs previous 13F -13,486 shares

    4.5% of the 13F portfolio, value $43,516,233.

    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 959,696 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $44,673,853.

    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).