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Accurate Wealth Management, LLC: C position timeline

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

Accurate Wealth Management, LLC held 15,896 C 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 15,896 shares
    Change vs previous 13F -2,540 shares

    0.21% of the 13F portfolio, value $2,237,903.

    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 18,436 shares
    Change vs previous 13F +1,175 shares

    0.28% of the 13F portfolio, value $2,293,291.

    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 17,261 shares
    Change vs previous 13F +461 shares

    0.27% of the 13F portfolio, value $2,094,035.

    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 16,800 shares
    Change vs previous 13F -4,447 shares

    0.22% of the 13F portfolio, value $1,676,997.

    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 21,247 shares
    Change vs previous 13F +1,805 shares

    0.28% of the 13F portfolio, value $1,850,114.

    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 19,442 shares
    Change vs previous 13F +2,047 shares

    0.23% of the 13F portfolio, value $1,198,414.

    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 17,395 shares
    Change vs previous 13F +1,093 shares

    0.24% of the 13F portfolio, value $1,242,152.

    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 16,302 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,021,413.

    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).