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Accurate Wealth Management, LLC: IWY position timeline

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

Accurate Wealth Management, LLC held 6,956 IWY 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 6,956 shares
    Change vs previous 13F +1,255 shares

    0.19% of the 13F portfolio, value $2,020,579.

    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 5,701 shares
    Change vs previous 13F +1,412 shares

    0.18% of the 13F portfolio, value $1,485,738.

    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 4,289 shares
    Change vs previous 13F -275 shares

    0.15% of the 13F portfolio, value $1,191,656.

    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 4,564 shares
    Change vs previous 13F +849 shares

    0.16% of the 13F portfolio, value $1,237,802.

    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 3,715 shares
    Change vs previous 13F +1,882 shares

    0.14% of the 13F portfolio, value $924,515.

    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 1,833 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $374,372.

    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).