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Accurate Wealth Management, LLC: GBIL position timeline

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

Accurate Wealth Management, LLC held 67,040 GBIL 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 67,040 shares
    Change vs previous 13F +13,942 shares

    0.64% of the 13F portfolio, value $6,702,619.

    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 53,098 shares
    Change vs previous 13F +8,959 shares

    0.64% of the 13F portfolio, value $5,310,370.

    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 44,139 shares
    Change vs previous 13F +14,398 shares

    0.56% of the 13F portfolio, value $4,414,832.

    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 29,741 shares
    Change vs previous 13F +5,467 shares

    0.4% of the 13F portfolio, value $2,975,568.

    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 24,274 shares
    Change vs previous 13F +2,185 shares

    0.37% of the 13F portfolio, value $2,425,496.

    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 22,089 shares
    Change vs previous 13F -6,159 shares

    0.42% of the 13F portfolio, value $2,209,153.

    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 28,248 shares
    Change vs previous 13F -5,150 shares

    0.54% of the 13F portfolio, value $2,823,359.

    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 33,398 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,340,429.

    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).