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Accurate Wealth Management, LLC: BLK position timeline

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

Accurate Wealth Management, LLC held 1,935 BLK 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 1,935 shares
    Change vs previous 13F +333 shares

    0.19% of the 13F portfolio, value $2,004,049.

    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 1,602 shares
    Change vs previous 13F +118 shares

    0.19% of the 13F portfolio, value $1,600,562.

    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 1,484 shares
    Change vs previous 13F +97 shares

    0.2% of the 13F portfolio, value $1,610,832.

    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 1,387 shares
    Change vs previous 13F +93 shares

    0.22% of the 13F portfolio, value $1,655,418.

    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 1,294 shares
    Change vs previous 13F +82 shares

    0.22% of the 13F portfolio, value $1,428,307.

    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 1,212 shares
    Change vs previous 13F +159 shares

    0.2% of the 13F portfolio, value $1,064,430.

    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 1,053 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,007,355.

    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).