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Accurate Wealth Management, LLC: IEFA position timeline

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

Accurate Wealth Management, LLC held 139,068 IEFA 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 139,068 shares
    Change vs previous 13F +25,438 shares

    1.29% of the 13F portfolio, value $13,520,163.

    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 113,630 shares
    Change vs previous 13F +5,731 shares

    1.3% of the 13F portfolio, value $10,830,889.

    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 107,899 shares
    Change vs previous 13F +6,576 shares

    1.26% of the 13F portfolio, value $9,940,449.

    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 101,323 shares
    Change vs previous 13F +13,138 shares

    1.18% of the 13F portfolio, value $8,837,335.

    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 88,185 shares
    Change vs previous 13F +11,342 shares

    1.13% of the 13F portfolio, value $7,395,153.

    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 76,843 shares
    Change vs previous 13F +3,108 shares

    1.08% of the 13F portfolio, value $5,637,910.

    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 73,735 shares
    Change vs previous 13F +14,424 shares

    0.99% of the 13F portfolio, value $5,143,104.

    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 59,311 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,491,664.

    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).