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Accurate Wealth Management, LLC: IWD position timeline

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

Accurate Wealth Management, LLC held 4,719 IWD 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 4,719 shares
    Change vs previous 13F +332 shares

    0.11% of the 13F portfolio, value $1,164,838.

    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 4,387 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $973,256.

    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 4,387 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $954,567.

    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 4,387 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $891,087.

    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 4,387 shares
    Change vs previous 13F +200 shares

    0.13% of the 13F portfolio, value $865,731.

    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 4,187 shares
    Change vs previous 13F -213 shares

    0.14% of the 13F portfolio, value $737,414.

    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 4,400 shares
    Change vs previous 13F -2,059 shares

    0.15% of the 13F portfolio, value $807,708.

    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 6,459 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,240,324.

    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).