Accurate Wealth Management, LLC: IDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on IDEV, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 11,574 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 11,574 sharesChange vs previous 13F -1,312 shares
0.1% of the 13F portfolio, value $1,037,262.
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 12,886 sharesChange vs previous 13F -4,358 shares
0.14% of the 13F portfolio, value $1,131,906.
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 17,244 sharesChange vs previous 13F +54 shares
0.19% of the 13F portfolio, value $1,463,153.
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 17,190 sharesChange vs previous 13F +9,840 shares
0.18% of the 13F portfolio, value $1,377,607.
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 7,350 sharesChange vs previous 13F +58 shares
0.09% of the 13F portfolio, value $561,687.
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 7,292 sharesChange vs previous 13F -125 shares
0.09% of the 13F portfolio, value $487,033.
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 7,417 sharesChange vs previous 13F +165 shares
0.09% of the 13F portfolio, value $474,399.
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 7,252 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $499,953.
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).