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Accurate Wealth Management, LLC: HODL position timeline

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

Accurate Wealth Management, LLC held 53,363 HODL 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 53,363 shares
    Change vs previous 13F +11,518 shares

    0.09% of the 13F portfolio, value $964,739.

    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 41,845 shares
    Change vs previous 13F +11,016 shares

    0.1% of the 13F portfolio, value $868,175.

    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 30,829 shares
    Change vs previous 13F -1,046 shares

    0.1% of the 13F portfolio, value $786,505.

    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 31,875 shares
    Change vs previous 13F +10,304 shares

    0.14% of the 13F portfolio, value $1,015,829.

    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 21,571 shares
    Change vs previous 13F +11,241 shares

    0.11% of the 13F portfolio, value $692,645.

    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 10,330 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $244,924.

    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).