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Accurate Wealth Management, LLC: CLSE position timeline

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

Accurate Wealth Management, LLC held 127,376 CLSE 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 127,376 shares
    Change vs previous 13F -5,758 shares

    0.42% of the 13F portfolio, value $4,352,432.

    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 133,134 shares
    Change vs previous 13F -22,925 shares

    0.48% of the 13F portfolio, value $4,000,690.

    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 156,059 shares
    Change vs previous 13F -3,575 shares

    0.55% of the 13F portfolio, value $4,329,070.

    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 159,634 shares
    Change vs previous 13F -20,002 shares

    0.54% of the 13F portfolio, value $4,088,222.

    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 179,636 shares
    Change vs previous 13F +6,014 shares

    0.64% of the 13F portfolio, value $4,181,025.

    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 173,622 shares
    Change vs previous 13F +99,638 shares

    0.7% of the 13F portfolio, value $3,682,519.

    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 73,984 shares
    Change vs previous 13F +57,842 shares

    0.33% of the 13F portfolio, value $1,700,148.

    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 16,142 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $365,939.

    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).