Executive Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Executive Wealth Management going back to Feb. 19, 2019
- Executive Wealth Management 2023 Q4 - filed Jan. 26, 2024 - new!
- Executive Wealth Management 2023 Q3 - filed Nov. 7, 2023
- Executive Wealth Management 2023 Q2 - filed Aug. 2, 2023
- Executive Wealth Management 2023 Q1 restated - filed May 12, 2023
- Executive Wealth Management 2023 Q1 - filed May 11, 2023
- Executive Wealth Management 2022 Q4 - filed Feb. 13, 2023
- Executive Wealth Management 2022 Q3 - filed Nov. 10, 2022
- Executive Wealth Management 2022 Q2 - filed July 26, 2022
- Executive Wealth Management 2022 Q1 - filed April 13, 2022
- Executive Wealth Management 2021 Q4 - filed Feb. 3, 2022
- Executive Wealth Management 2021 Q3 - filed Oct. 27, 2021
- Executive Wealth Management 2021 Q2 - filed July 26, 2021
- Executive Wealth Management 2021 Q1 - filed May 3, 2021
- Executive Wealth Management 2020 Q4 - filed Feb. 4, 2021
- Executive Wealth Management 2020 Q3 - filed Oct. 23, 2020
- Executive Wealth Management 2020 Q2 - filed July 27, 2020
- Executive Wealth Management 2020 Q1 - filed April 27, 2020
- Executive Wealth Management 2019 Q4 - filed Jan. 23, 2020
- Executive Wealth Management 2019 Q3 restated - filed Nov. 21, 2019
- Executive Wealth Management 2019 Q3 - filed Oct. 30, 2019
- Executive Wealth Management 2019 Q2 - filed Aug. 1, 2019
- Executive Wealth Management 2019 Q1 - filed May 2, 2019
- Executive Wealth Management 2018 Q4 - filed Feb. 19, 2019