Executive Wealth Management, LLC
Q3 2024 13F Holdings
Location
Brighton, MI
Holdings as of
9/30/2024
Value ($000)
$785,705
Num holdings
155
Date filed
11/1/2024
Form type
13F-HR
Prev filing
8/8/2024
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2024 to
2024 Q3 - RESTATEMENT
2024 Q2 - RESTATEMENT
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2023 Q3
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2023 Q1 - RESTATEMENT
2022 Q4
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2021 Q4
2021 Q3
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2020 Q4
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2019 Q4
2019 Q3 - RESTATEMENT
2019 Q2
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type