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Accurate Wealth Management, LLC: MGA position timeline

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

Accurate Wealth Management, LLC held 18,106 MGA 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 18,106 shares
    Change vs previous 13F -549 shares

    0.11% of the 13F portfolio, value $1,163,673.

    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 18,655 shares
    Change vs previous 13F -3,434 shares

    0.13% of the 13F portfolio, value $1,079,192.

    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 22,089 shares
    Change vs previous 13F +126 shares

    0.16% of the 13F portfolio, value $1,241,623.

    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 21,963 shares
    Change vs previous 13F +1,731 shares

    0.13% of the 13F portfolio, value $987,896.

    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 20,232 shares
    Change vs previous 13F +242 shares

    0.13% of the 13F portfolio, value $860,062.

    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 19,990 shares
    Change vs previous 13F +1,198 shares

    0.12% of the 13F portfolio, value $643,878.

    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 18,792 shares
    Change vs previous 13F +1,641 shares

    0.14% of the 13F portfolio, value $742,848.

    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 17,151 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $703,706.

    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).