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Accurate Wealth Management, LLC: AVSE position timeline

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

Accurate Wealth Management, LLC held 21,222 AVSE 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 21,222 shares
    Change vs previous 13F +6,589 shares

    0.16% of the 13F portfolio, value $1,691,974.

    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 14,633 shares
    Change vs previous 13F +8,866 shares

    0.13% of the 13F portfolio, value $1,046,113.

    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 5,767 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $388,354.

    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).