Skip to content
Disclosery

Accurate Wealth Management, LLC: P position timeline

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

Accurate Wealth Management, LLC held 4,222 P 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 4,222 shares
    Change vs previous 13F +590 shares

    0.03% of the 13F portfolio, value $335,184.

    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 3,632 shares
    Change vs previous 13F +193 shares

    0.03% of the 13F portfolio, value $221,230.

    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 3,439 shares
    Change vs previous 13F -931 shares

    0.03% of the 13F portfolio, value $230,284.

    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 4,370 shares
    Change vs previous 13F -719 shares

    0.05% of the 13F portfolio, value $404,229.

    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 5,089 shares
    Change vs previous 13F -989 shares

    0.04% of the 13F portfolio, value $293,006.

    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 6,078 shares
    Change vs previous 13F +1,419 shares

    0.05% of the 13F portfolio, value $249,792.

    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 4,659 shares
    Change vs previous 13F +768 shares

    0.06% of the 13F portfolio, value $301,517.

    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 3,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,628.

    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).