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Disclosery

Accurate Wealth Management, LLC: DSMC position timeline

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

Accurate Wealth Management, LLC held 9,920 DSMC 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 9,920 shares
    Change vs previous 13F -15,991 shares

    0.04% of the 13F portfolio, value $406,918.

    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 25,911 shares
    Change vs previous 13F -23,811 shares

    0.12% of the 13F portfolio, value $974,277.

    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 49,722 shares
    Change vs previous 13F -5,547 shares

    0.23% of the 13F portfolio, value $1,848,639.

    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 55,269 shares
    Change vs previous 13F -6,789 shares

    0.26% of the 13F portfolio, value $1,940,379.

    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 62,058 shares
    Change vs previous 13F -322 shares

    0.33% of the 13F portfolio, value $2,143,588.

    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 62,380 shares
    Change vs previous 13F +48,166 shares

    0.35% of the 13F portfolio, value $1,812,679.

    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 14,214 shares
    Change vs previous 13F +750 shares

    0.09% of the 13F portfolio, value $492,902.

    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 13,464 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $484,452.

    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).