Skip to content
Disclosery

Accurate Wealth Management, LLC: NCDL position timeline

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

Accurate Wealth Management, LLC held 43,862 NCDL 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 43,862 shares
    Change vs previous 13F -7,212 shares

    0.05% of the 13F portfolio, value $564,943.

    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 51,074 shares
    Change vs previous 13F +18,215 shares

    0.08% of the 13F portfolio, value $687,967.

    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 32,859 shares
    Change vs previous 13F -23,860 shares

    0.06% of the 13F portfolio, value $444,582.

    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 56,719 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $784,424.

    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 56,719 shares
    Change vs previous 13F +464 shares

    0.15% of the 13F portfolio, value $964,790.

    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 56,255 shares
    Change vs previous 13F -9,815 shares

    0.16% of the 13F portfolio, value $824,136.

    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 66,070 shares
    Change vs previous 13F +51,324 shares

    0.21% of the 13F portfolio, value $1,078,262.

    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 14,746 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $258,202.

    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).