Executive Wealth Management, LLC

SEC CIK: 0001542611
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

J holding history

Jacobs Solutions 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of J by Executive Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−20,150−100.0%	Sold out	Holders
Q2 2024	20,150	$2.82M	0.5%	+1,055+5.5%	Added	Holders
Q1 2024	19,095	$2.89M	0.3%	+19,095	New	Holders