Accurate Wealth Management, LLC: MSMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on MSMR, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 293,636 MSMR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 293,636 sharesChange vs previous 13F +265,227 shares
0.99% of the 13F portfolio, value $10,374,160.
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 28,409 sharesChange vs previous 13F +3,499 shares
0.12% of the 13F portfolio, value $976,230.
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 24,910 sharesChange vs previous 13F +13,361 shares
0.11% of the 13F portfolio, value $878,269.
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 11,549 sharesChange vs previous 13F +84 shares
0.05% of the 13F portfolio, value $391,280.
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 11,465 sharesChange vs previous 13F -4,995 shares
0.06% of the 13F portfolio, value $360,440.
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 16,460 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $475,365.
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).