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Disclosery

13F-HR filed by Accurate Wealth Management, LLC

Accurate Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-14, with 504 holding rows worth $788,013,918.

Accession
0001754960-26-000054
Filer
CIK 1877728
Filed
2026-01-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 504 entries on the cover page, a total value of $788,013,918 stated on the cover page (in dollars after the unit check, H1), rows summing to $788,013,918 with VALUE read as dollars as filed, 13F file number 028-21363. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
UIPATH INC90364P105CL A10,313$168,455dollars as filed
GLOBAL NET LEASE INC COM NEW379378201REIT12,048$107,830dollars as filed
NEWELL BRANDS INC COM651229106Stock18,811$79,193dollars as filed
MYOMO INC62857J201COM NEW21,120$20,871dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000054this filing2026-01-14acceptance time not in the bulk data set