Accurate Wealth Management, LLC: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on IXN, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 13,753 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 13,753 sharesChange vs previous 13F +2,784 shares
0.18% of the 13F portfolio, value $1,935,460.
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 10,969 sharesChange vs previous 13F +2,388 shares
0.14% of the 13F portfolio, value $1,183,007.
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 8,581 sharesChange vs previous 13F +2,543 shares
0.12% of the 13F portfolio, value $921,771.
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 6,038 sharesChange vs previous 13F +1,370 shares
0.08% of the 13F portfolio, value $622,940.
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 4,668 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $436,971.
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).