Accurate Wealth Management, LLC: IJJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on IJJ, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 12,771 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 12,771 sharesChange vs previous 13F +35 shares
0.18% of the 13F portfolio, value $1,870,568.
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 12,736 sharesChange vs previous 13F +886 shares
0.21% of the 13F portfolio, value $1,752,219.
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 11,850 sharesChange vs previous 13F -8 shares
0.21% of the 13F portfolio, value $1,633,760.
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 11,858 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $1,535,848.
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 11,858 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,522,923.
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).