Accurate Wealth Management, LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on FISV, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 0 FISV shares at 2025-09-30 per its 13F-HR filed 2025-10-20.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,505 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,505 sharesChange vs previous 13F +167 shares
0.04% of the 13F portfolio, value $255,430.
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).
- period ended2025-03-3113F 1,338 sharesChange vs previous 13F +73 shares
0.05% of the 13F portfolio, value $278,397.
13F-HR 0001754960-25-000190 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 ended2024-12-3113F 1,265 sharesChange vs previous 13F +168 shares
0.05% of the 13F portfolio, value $253,763.
13F-HR 0001754960-25-000019 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 ended2024-09-3013F 1,097 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $212,820.
13F-HR 0001754960-24-000509 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).