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Accurate Wealth Management, LLC: RSBT position timeline

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

Accurate Wealth Management, LLC held 13,489 RSBT 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 13,489 shares
    Change vs previous 13F -15,987 shares

    0.02% of the 13F portfolio, value $255,751.

    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 29,476 shares
    Change vs previous 13F -37,366 shares

    0.07% of the 13F portfolio, value $562,107.

    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 66,842 shares
    Change vs previous 13F -8,197 shares

    0.16% of the 13F portfolio, value $1,245,266.

    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 75,039 shares
    Change vs previous 13F -9,633 shares

    0.18% of the 13F portfolio, value $1,358,206.

    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 84,672 shares
    Change vs previous 13F +3,760 shares

    0.21% of the 13F portfolio, value $1,397,579.

    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 80,912 shares
    Change vs previous 13F +70,866 shares

    0.24% of the 13F portfolio, value $1,263,036.

    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 10,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $173,294.

    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).