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Disclosery

Accurate Wealth Management, LLC: AIZ position timeline

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

Accurate Wealth Management, LLC held 5,487 AIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,487 shares
    Change vs previous 13F -1,373 shares

    0.15% of the 13F portfolio, value $1,530,346.

    13F-HR 0001754960-26-000528 filed by Accurate 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 ended2026-03-31
    13F 6,860 shares
    Change vs previous 13F -2,743 shares

    0.18% of the 13F portfolio, value $1,505,235.

    13F-HR 0001754960-26-000311 filed by Accurate 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 ended2025-12-31
    13F 9,603 shares
    Change vs previous 13F -2,609 shares

    0.29% of the 13F portfolio, value $2,285,627.

    13F-HR 0001754960-26-000054 filed by Accurate 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 ended2025-09-30
    13F 12,212 shares
    Change vs previous 13F -635 shares

    0.36% of the 13F portfolio, value $2,708,741.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,847 shares
    Change vs previous 13F -305 shares

    0.37% of the 13F portfolio, value $2,440,073.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,152 shares
    Change vs previous 13F -562 shares

    0.48% of the 13F portfolio, value $2,493,121.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,714 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,728,099.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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