Skip to content
Disclosery

Accurate Wealth Management, LLC: ES position timeline

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

Accurate Wealth Management, LLC held 14,737 ES 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 14,737 shares
    Change vs previous 13F -1,262 shares

    0.11% of the 13F portfolio, value $1,102,559.

    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 15,999 shares
    Change vs previous 13F +4,773 shares

    0.13% of the 13F portfolio, value $1,119,472.

    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 11,226 shares
    Change vs previous 13F +1,868 shares

    0.1% of the 13F portfolio, value $760,987.

    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 9,358 shares
    Change vs previous 13F +330 shares

    0.09% of the 13F portfolio, value $660,593.

    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 9,028 shares
    Change vs previous 13F -882 shares

    0.09% of the 13F portfolio, value $596,821.

    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 9,910 shares
    Change vs previous 13F +283 shares

    0.11% of the 13F portfolio, value $558,152.

    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 9,627 shares
    Change vs previous 13F +5,919 shares

    0.1% of the 13F portfolio, value $535,531.

    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 3,708 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $242,483.

    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).