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Accurate Wealth Management, LLC: OUNZ position timeline

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

Accurate Wealth Management, LLC held 69,356 OUNZ 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 69,356 shares
    Change vs previous 13F +11,417 shares

    0.26% of the 13F portfolio, value $2,739,562.

    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 57,939 shares
    Change vs previous 13F +11,238 shares

    0.32% of the 13F portfolio, value $2,653,027.

    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 46,701 shares
    Change vs previous 13F +11,607 shares

    0.26% of the 13F portfolio, value $2,025,889.

    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 35,094 shares
    Change vs previous 13F +9,249 shares

    0.19% of the 13F portfolio, value $1,399,549.

    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 25,845 shares
    Change vs previous 13F +13,895 shares

    0.13% of the 13F portfolio, value $827,815.

    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 11,950 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $372,243.

    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).