Accurate Wealth Management, LLC: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on GD, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 5,644 GD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,644 sharesChange vs previous 13F +777 shares
0.2% of the 13F portfolio, value $2,116,886.
13F-HR 0001754960-26-000528 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 ended2026-03-3113F 4,867 sharesChange vs previous 13F +378 shares
0.2% of the 13F portfolio, value $1,632,992.
13F-HR 0001754960-26-000311 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 ended2025-12-3113F 4,489 sharesChange vs previous 13F +267 shares
0.2% of the 13F portfolio, value $1,588,167.
13F-HR 0001754960-26-000054 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 ended2025-09-3013F 4,222 sharesChange vs previous 13F +219 shares
0.19% of the 13F portfolio, value $1,416,319.
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).
- period ended2025-06-3013F 4,003 sharesChange vs previous 13F +183 shares
0.19% of the 13F portfolio, value $1,213,692.
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 3,820 sharesChange vs previous 13F +427 shares
0.2% of the 13F portfolio, value $1,055,375.
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 3,393 sharesChange vs previous 13F +260 shares
0.17% of the 13F portfolio, value $880,612.
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 3,133 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $941,001.
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).