Executive Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Brighton, MI
CIK
0001542611
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 199 966,239 13F-HR 8/2/2023 000154261123000006 Executive Wealth Management, LLC
Q1 2023 195 901,324 13F-HR 5/11/2023 000154261123000003 Executive Wealth Management, LLC
Q1 2023 195 901,324 RESTATEMENT 5/11/2023 000154261123000005 Executive Wealth Management, LLC
Q4 2022 189 814,279 13F-HR 2/13/2023 000154261123000001 Executive Wealth Management, LLC
Q3 2022 175 717,851 13F-HR 11/10/2022 000154261122000006 Executive Wealth Management, LLC
Q2 2022 181 743,659 13F-HR 7/26/2022 000154261122000004 Executive Wealth Management, LLC
Q1 2022 189 921,601 13F-HR 4/13/2022 000154261122000003 Executive Wealth Management, LLC
Q4 2021 198 1,004,577 13F-HR 2/3/2022 000154261122000001 Executive Wealth Management, LLC
Q3 2021 185 905,894 13F-HR 10/27/2021 000154261121000004 Executive Wealth Management, LLC
Q2 2021 191 912,028 13F-HR 7/26/2021 000154261121000003 Executive Wealth Management, LLC
Q1 2021 188 852,027 13F-HR 5/3/2021 000154261121000002 Executive Wealth Management, LLC
Q4 2020 175 813,603 13F-HR 2/4/2021 000154261121000001 Executive Wealth Management, LLC
Q3 2020 153 722,809 13F-HR 10/23/2020 000154261120000004 Executive Wealth Management, LLC
Q2 2020 131 665,391 13F-HR 7/27/2020 000154261120000003 Executive Wealth Management, LLC
Q1 2020 123 562,831 13F-HR 4/27/2020 000154261120000002 Executive Wealth Management, LLC
Q4 2019 148 730,867 13F-HR 1/23/2020 000154261120000001 Executive Wealth Management, LLC
Q3 2019 133 659,540 RESTATEMENT 11/21/2019 000154261119000007 Executive Wealth Management, LLC
Q3 2019 836 685,221 13F-HR 10/30/2019 000154261119000006 Executive Wealth Management, LLC
Q2 2019 933 706,878 13F-HR 8/1/2019 000154261119000005 Executive Wealth Management, LLC
Q1 2019 866 559,719 13F-HR 5/2/2019 000154261119000004 Executive Wealth Management, LLC
Q4 2018 959 567,513 13F-HR 2/19/2019 000154261119000003 Executive Wealth Management, LLC