Accurate Wealth Management, LLC: LW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on LW, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 0 LW shares at 2025-12-31 per its 13F-HR filed 2026-01-14.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,578 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,578 sharesChange vs previous 13F +3,578 shares
0.03% of the 13F portfolio, value $229,564.
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 0 sharesChange vs previous 13F -3,660 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,660 sharesChange vs previous 13F -71 shares
0.04% of the 13F portfolio, value $200,348.
13F-HR 0001754960-25-000190 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 ended2024-12-3113F 3,731 sharesChange vs previous 13F -29 shares
0.04% of the 13F portfolio, value $226,584.
13F-HR 0001754960-25-000019 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 ended2024-09-3013F 3,760 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $268,134.
13F-HR 0001754960-24-000509 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).