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Accurate Wealth Management, LLC: FWRG position timeline

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

Accurate Wealth Management, LLC held 58,312 FWRG 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 58,312 shares
    Change vs previous 13F -7,390 shares

    0.07% of the 13F portfolio, value $726,573.

    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 65,702 shares
    Change vs previous 13F +6,482 shares

    0.09% of the 13F portfolio, value $754,298.

    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 59,220 shares
    Change vs previous 13F -7,476 shares

    0.12% of the 13F portfolio, value $922,044.

    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 66,696 shares
    Change vs previous 13F +78 shares

    0.16% of the 13F portfolio, value $1,168,358.

    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 66,618 shares
    Change vs previous 13F +17,249 shares

    0.18% of the 13F portfolio, value $1,185,142.

    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 49,369 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $865,932.

    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).