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Accurate Wealth Management, LLC: ITOT position timeline

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

Accurate Wealth Management, LLC held 16,151 ITOT 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 16,151 shares
    Change vs previous 13F -6,228 shares

    0.25% of the 13F portfolio, value $2,673,761.

    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 22,379 shares
    Change vs previous 13F -13,299 shares

    0.4% of the 13F portfolio, value $3,327,265.

    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 35,678 shares
    Change vs previous 13F +592 shares

    0.69% of the 13F portfolio, value $5,416,913.

    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 35,086 shares
    Change vs previous 13F +1,155 shares

    0.68% of the 13F portfolio, value $5,089,541.

    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 33,931 shares
    Change vs previous 13F +27,844 shares

    0.71% of the 13F portfolio, value $4,648,494.

    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 6,087 shares
    Change vs previous 13F -4,904 shares

    0.13% of the 13F portfolio, value $705,932.

    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 10,991 shares
    Change vs previous 13F -27,361 shares

    0.27% of the 13F portfolio, value $1,401,154.

    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 38,352 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,872,998.

    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).