Executive Wealth Management, LLC

SEC CIK: 0001542611
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

ALGN holding history

Align Technology Inc in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALGN overview All 13F holders of ALGN Full Q4 2024 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of ALGN by Executive Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−300−100.0%	Sold out	Holders
Q3 2022	300	–	–	−3,986−93.0%	Reduced	Holders
Q2 2022	4,286	$1.01M	0.1%	+408+10.5%	Added	Holders
Q1 2022	3,878	$1.69M	0.2%	+3,878	New	Holders