Accurate Wealth Management, LLC: AMGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on AMGN, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 4,565 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,565 sharesChange vs previous 13F +867 shares
0.16% of the 13F portfolio, value $1,659,051.
13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,698 sharesChange vs previous 13F -142 shares
0.16% of the 13F portfolio, value $1,298,200.
13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,840 sharesChange vs previous 13F -27 shares
0.16% of the 13F portfolio, value $1,252,317.
13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,867 sharesChange vs previous 13F +256 shares
0.15% of the 13F portfolio, value $1,136,373.
13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,611 sharesChange vs previous 13F +676 shares
0.17% of the 13F portfolio, value $1,084,533.
13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,935 sharesChange vs previous 13F +111 shares
0.16% of the 13F portfolio, value $839,187.
13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,824 sharesChange vs previous 13F +99 shares
0.14% of the 13F portfolio, value $740,761.
13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,725 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $885,951.
13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).