Executive Wealth Management, LLC
Q3 2023 13F Holdings
Location
Brighton, MI
Holdings as of
9/30/2023
Value ($000)
$965,815
Num holdings
199
Date filed
11/7/2023
Form type
13F-HR
Prev filing
8/2/2023
Next filing
1/26/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
2023 Q2
2023 Q1 - RESTATEMENT
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2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3 - RESTATEMENT
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type