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Accurate Wealth Management, LLC: CLIP position timeline

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

Accurate Wealth Management, LLC held 212,895 CLIP 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 212,895 shares
    Change vs previous 13F +30,512 shares

    2.03% of the 13F portfolio, value $21,323,465.

    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 182,383 shares
    Change vs previous 13F -132,489 shares

    2.2% of the 13F portfolio, value $18,269,228.

    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 314,872 shares
    Change vs previous 13F -74,381 shares

    4% of the 13F portfolio, value $31,553,296.

    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 389,253 shares
    Change vs previous 13F +107,870 shares

    5.19% of the 13F portfolio, value $39,014,785.

    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 281,383 shares
    Change vs previous 13F -50,526 shares

    4.31% of the 13F portfolio, value $28,187,497.

    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 331,909 shares
    Change vs previous 13F +85,250 shares

    6.35% of the 13F portfolio, value $33,253,947.

    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 246,659 shares
    Change vs previous 13F +4,167 shares

    4.74% of the 13F portfolio, value $24,720,167.

    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 242,492 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $24,317,145.

    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).