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Accredited Wealth Management, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on NEE, newest first. How the timeline and the estimate are built.

Accredited Wealth Management, LLC held 500 NEE shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 500 shares
    Change vs previous 13F -3,831 shares

    0.25% of the 13F portfolio, value $326,967.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 4,331 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $300,670.

    13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 4,381 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $310,576.

    13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 4,381 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $314,074.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).