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Accurate Wealth Management, LLC: DVN position timeline

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

Accurate Wealth Management, LLC held 15,837 DVN 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 15,837 shares
    Change vs previous 13F -2,219 shares

    0.06% of the 13F portfolio, value $668,805.

    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 18,056 shares
    Change vs previous 13F -6,805 shares

    0.1% of the 13F portfolio, value $862,888.

    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 24,861 shares
    Change vs previous 13F -9,365 shares

    0.11% of the 13F portfolio, value $889,023.

    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 34,226 shares
    Change vs previous 13F -4,449 shares

    0.15% of the 13F portfolio, value $1,119,527.

    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 38,675 shares
    Change vs previous 13F +9,866 shares

    0.2% of the 13F portfolio, value $1,313,010.

    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 28,809 shares
    Change vs previous 13F -2,426 shares

    0.16% of the 13F portfolio, value $813,273.

    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 31,235 shares
    Change vs previous 13F -1,710 shares

    0.22% of the 13F portfolio, value $1,124,132.

    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 32,945 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,357,332.

    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).