Accurate Wealth Management, LLC: MPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on MPC, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 2,551 MPC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 2,551 sharesChange vs previous 13F -31 shares
0.07% of the 13F portfolio, value $723,884.
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 2,582 sharesChange vs previous 13F -39 shares
0.07% of the 13F portfolio, value $574,842.
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 2,621 sharesChange vs previous 13F -103 shares
0.06% of the 13F portfolio, value $461,681.
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 2,724 sharesChange vs previous 13F -112 shares
0.07% of the 13F portfolio, value $498,833.
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 2,836 sharesChange vs previous 13F +130 shares
0.08% of the 13F portfolio, value $516,801.
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).
- period ended2025-03-3113F 2,706 sharesChange vs previous 13F -57 shares
0.06% of the 13F portfolio, value $334,013.
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 2,763 sharesChange vs previous 13F -442 shares
0.08% of the 13F portfolio, value $393,100.
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 3,205 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $503,253.
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).