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Accurate Wealth Management, LLC: PSQO position timeline

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

Accurate Wealth Management, LLC held 77,039 PSQO 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 77,039 shares
    Change vs previous 13F +3,094 shares

    0.15% of the 13F portfolio, value $1,594,253.

    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 73,945 shares
    Change vs previous 13F +17,863 shares

    0.18% of the 13F portfolio, value $1,524,747.

    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 56,082 shares
    Change vs previous 13F +10,851 shares

    0.15% of the 13F portfolio, value $1,157,240.

    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 45,231 shares
    Change vs previous 13F +758 shares

    0.12% of the 13F portfolio, value $931,768.

    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 44,473 shares
    Change vs previous 13F +3,519 shares

    0.14% of the 13F portfolio, value $911,475.

    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 40,954 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $824,210.

    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).