Accurate Wealth Management, LLC: DFEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on DFEM, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 111,890 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 111,890 sharesChange vs previous 13F +924 shares
0.43% of the 13F portfolio, value $4,467,750.
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 110,966 sharesChange vs previous 13F +611 shares
0.49% of the 13F portfolio, value $4,082,427.
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 110,355 sharesChange vs previous 13F +2,783 shares
0.48% of the 13F portfolio, value $3,785,169.
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 107,572 sharesChange vs previous 13F +1,834 shares
0.46% of the 13F portfolio, value $3,427,240.
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 105,738 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $3,161,577.
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).