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Accurate Wealth Management, LLC: RAAX position timeline

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

Accurate Wealth Management, LLC held 82,201 RAAX 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 82,201 shares
    Change vs previous 13F +24,172 shares

    0.31% of the 13F portfolio, value $3,244,473.

    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 58,029 shares
    Change vs previous 13F +14,634 shares

    0.29% of the 13F portfolio, value $2,393,696.

    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 43,395 shares
    Change vs previous 13F +6,742 shares

    0.2% of the 13F portfolio, value $1,574,371.

    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 36,653 shares
    Change vs previous 13F +7,740 shares

    0.17% of the 13F portfolio, value $1,282,122.

    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 28,913 shares
    Change vs previous 13F +15,077 shares

    0.14% of the 13F portfolio, value $921,032.

    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 13,836 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $400,552.

    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).