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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

  1. period ended2026-06-30
    13F 11,420 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,282 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,187 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,951 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,121 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,129 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,227 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,101 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).