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Accurate Wealth Management, LLC: SCHE position timeline

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

Accurate Wealth Management, LLC held 89,083 SCHE 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 89,083 shares
    Change vs previous 13F +6,297 shares

    0.31% of the 13F portfolio, value $3,253,311.

    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 82,786 shares
    Change vs previous 13F -25,821 shares

    0.34% of the 13F portfolio, value $2,863,318.

    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 108,607 shares
    Change vs previous 13F +9,009 shares

    0.47% of the 13F portfolio, value $3,668,651.

    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 99,598 shares
    Change vs previous 13F +15,756 shares

    0.44% of the 13F portfolio, value $3,285,741.

    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 83,842 shares
    Change vs previous 13F +9,647 shares

    0.39% of the 13F portfolio, value $2,536,223.

    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 74,195 shares
    Change vs previous 13F +5,106 shares

    0.37% of the 13F portfolio, value $1,955,780.

    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 69,089 shares
    Change vs previous 13F +17,944 shares

    0.34% of the 13F portfolio, value $1,792,866.

    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 51,145 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,466,841.

    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).