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Disclosery

Accurate Wealth Management, LLC: LZ position timeline

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

Accurate Wealth Management, LLC held 70,166 LZ 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 70,166 shares
    Change vs previous 13F -8,375 shares

    0.05% of the 13F portfolio, value $508,704.

    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 78,541 shares
    Change vs previous 13F +17,165 shares

    0.05% of the 13F portfolio, value $440,627.

    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 61,376 shares
    Change vs previous 13F -7,850 shares

    0.08% of the 13F portfolio, value $637,076.

    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 69,226 shares
    Change vs previous 13F -502 shares

    0.09% of the 13F portfolio, value $701,245.

    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 69,728 shares
    Change vs previous 13F +12,812 shares

    0.1% of the 13F portfolio, value $639,406.

    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 56,916 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $405,811.

    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).