Skip to content
Disclosery

Executive Wealth Management, LLC: XLE position timeline

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

Executive Wealth Management, LLC held 8,254 XLE 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 8,254 shares
    Change vs previous 13F -1,491 shares

    0.06% of the 13F portfolio, value $707,070.

    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 9,745 shares
    Change vs previous 13F -187 shares

    0.07% of the 13F portfolio, value $855,604.

    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 9,932 shares
    Change vs previous 13F +1,641 shares

    0.17% of the 13F portfolio, value $905,294.

    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 8,291 shares
    Change vs previous 13F -3,940 shares

    0.07% of the 13F portfolio, value $788,587.

    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 12,231 shares
    Change vs previous 13F +256 shares

    0.1% of the 13F portfolio, value $1,025,512.

    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 11,975 shares
    Change vs previous 13F -474 shares

    0.11% of the 13F portfolio, value $1,082,440.

    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 12,449 shares
    Change vs previous 13F -750 shares

    0.1% of the 13F portfolio, value $1,010,511.

    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 13,199 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,093,302.

    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).