Skip to content
Disclosery

Accurate Wealth Management, LLC: SCHX position timeline

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

Accurate Wealth Management, LLC held 27,224 SCHX 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 27,224 shares
    Change vs previous 13F -10,947 shares

    0.08% of the 13F portfolio, value $809,647.

    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 38,171 shares
    Change vs previous 13F +12,096 shares

    0.12% of the 13F portfolio, value $1,021,465.

    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 26,075 shares
    Change vs previous 13F -4,564 shares

    0.09% of the 13F portfolio, value $714,977.

    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 30,639 shares
    Change vs previous 13F -3,526 shares

    0.11% of the 13F portfolio, value $803,661.

    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 34,165 shares
    Change vs previous 13F +16,971 shares

    0.13% of the 13F portfolio, value $846,609.

    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 17,194 shares
    Change vs previous 13F -2,119 shares

    0.07% of the 13F portfolio, value $362,450.

    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 19,313 shares
    Change vs previous 13F -1,138 shares

    0.09% of the 13F portfolio, value $444,585.

    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 20,451 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $468,123.

    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).