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Accurate Wealth Management, LLC: HAPI position timeline

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

Accurate Wealth Management, LLC held 4,598 HAPI 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 4,598 shares
    Change vs previous 13F -5,190 shares

    0.02% of the 13F portfolio, value $206,905.

    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 9,788 shares
    Change vs previous 13F -6,474 shares

    0.05% of the 13F portfolio, value $404,196.

    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 16,262 shares
    Change vs previous 13F -1,165 shares

    0.09% of the 13F portfolio, value $680,405.

    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 17,427 shares
    Change vs previous 13F -525 shares

    0.09% of the 13F portfolio, value $699,346.

    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 17,952 shares
    Change vs previous 13F -344 shares

    0.11% of the 13F portfolio, value $690,292.

    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 18,296 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $590,683.

    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).