Executive Wealth Management, LLC

SEC CIK: 0001542611
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

U holding history

Unity Software 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of U by Executive Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−45,937−100.0%	Sold out	Holders
Q4 2023	45,937	$1.88M	0.2%	+10,783+30.7%	Added	Holders
Q3 2023	35,154	$1.10M	0.1%	+214+0.6%	Added	Holders
Q2 2023	34,940	$1.52M	0.2%	+34,940	New	Holders