Accurate Wealth Management, LLC: BP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on BP, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 11,420 BP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 11,420 sharesChange vs previous 13F +138 shares
0.04% of the 13F portfolio, value $447,664.
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 11,282 sharesChange vs previous 13F +95 shares
0.06% of the 13F portfolio, value $523,935.
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 11,187 sharesChange vs previous 13F +236 shares
0.05% of the 13F portfolio, value $383,587.
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 10,951 sharesChange vs previous 13F -170 shares
0.05% of the 13F portfolio, value $362,603.
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 11,121 sharesChange vs previous 13F -8 shares
0.05% of the 13F portfolio, value $350,534.
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 11,129 sharesChange vs previous 13F -98 shares
0.06% of the 13F portfolio, value $295,920.
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 11,227 sharesChange vs previous 13F +126 shares
0.07% of the 13F portfolio, value $351,293.
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 11,101 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $341,245.
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).