Accurate Wealth Management, LLC: ED position timeline

Accurate Wealth Management, LLC held 1,844 ED 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 1,844 shares

   Change vs previous 13F +1,844 shares

   0.02% of the 13F portfolio, value $204,848.

   13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -27,704 shares

   13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-06-30

   13F 27,704 shares

   Change vs previous 13F -1,041 shares

   0.43% of the 13F portfolio, value $2,800,037.

   13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 28,745 shares

   Change vs previous 13F -1,671 shares

   0.6% of the 13F portfolio, value $3,157,303.

   13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 30,416 shares

   Change vs previous 13F not available

   0.51% of the 13F portfolio, value $2,681,148.

   13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).