Skip to content
Disclosery

Accurate Wealth Management, LLC: MO position timeline

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

Accurate Wealth Management, LLC held 56,808 MO 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 56,808 shares
    Change vs previous 13F +1,977 shares

    0.39% of the 13F portfolio, value $4,078,211.

    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 54,831 shares
    Change vs previous 13F -1,094 shares

    0.44% of the 13F portfolio, value $3,694,554.

    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 55,925 shares
    Change vs previous 13F +1,843 shares

    0.41% of the 13F portfolio, value $3,217,137.

    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 54,082 shares
    Change vs previous 13F -6,662 shares

    0.47% of the 13F portfolio, value $3,536,887.

    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 60,744 shares
    Change vs previous 13F -4,540 shares

    0.54% of the 13F portfolio, value $3,556,438.

    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 65,284 shares
    Change vs previous 13F -1,957 shares

    0.71% of the 13F portfolio, value $3,698,275.

    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 67,241 shares
    Change vs previous 13F -10,317 shares

    0.66% of the 13F portfolio, value $3,420,669.

    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 77,558 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,870,166.

    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).