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Accurate Wealth Management, LLC: AVDV position timeline

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

Accurate Wealth Management, LLC held 35,772 AVDV 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 35,772 shares
    Change vs previous 13F +7,790 shares

    0.36% of the 13F portfolio, value $3,727,354.

    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 27,982 shares
    Change vs previous 13F +8,893 shares

    0.36% of the 13F portfolio, value $2,952,962.

    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 19,089 shares
    Change vs previous 13F +3,820 shares

    0.24% of the 13F portfolio, value $1,855,261.

    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 15,269 shares
    Change vs previous 13F +5,073 shares

    0.18% of the 13F portfolio, value $1,352,843.

    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 10,196 shares
    Change vs previous 13F +262 shares

    0.13% of the 13F portfolio, value $825,477.

    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 9,934 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $671,737.

    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).