Executive Wealth Management, LLC

SEC CIK: 0001542611
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

PH holding history

Parker-Hannifin Corp 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.

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

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of PH by Executive Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−1,098−100.0%	Sold out	Holders
Q2 2021	1,098	$337.0K	<0.1%	+4+0.4%	Added	Holders
Q1 2021	1,094	$345.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.