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Disclosery

Executive Wealth Management, LLC: VWO position timeline

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

Executive Wealth Management, LLC held 6,543 VWO 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 6,543 shares
    Change vs previous 13F -111,704 shares

    0.02% of the 13F portfolio, value $288,151.

    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 118,247 shares
    Change vs previous 13F +118,247 shares

    0.44% of the 13F portfolio, value $5,658,096.

    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 0 shares
    Change vs previous 13F -144,308 shares

    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).

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

  4. period ended2024-03-31
    13F 144,308 shares
    Change vs previous 13F -2,017 shares

    0.53% of the 13F portfolio, value $6,052,269.

    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 146,325 shares
    Change vs previous 13F +1,584 shares

    0.57% of the 13F portfolio, value $6,013,958.

    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 144,741 shares
    Change vs previous 13F +9,676 shares

    0.59% of the 13F portfolio, value $5,675,296.

    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 135,065 shares
    Change vs previous 13F -2,144 shares

    0.57% of the 13F portfolio, value $5,494,473.

    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 137,209 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,543,254.

    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).