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Accurate Wealth Management, LLC: SPIB position timeline

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

Accurate Wealth Management, LLC held 116,703 SPIB 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 116,703 shares
    Change vs previous 13F +9,325 shares

    0.37% of the 13F portfolio, value $3,876,867.

    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 107,378 shares
    Change vs previous 13F +3,887 shares

    0.43% of the 13F portfolio, value $3,603,642.

    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 103,491 shares
    Change vs previous 13F +5,452 shares

    0.44% of the 13F portfolio, value $3,503,161.

    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 98,039 shares
    Change vs previous 13F +10,703 shares

    0.44% of the 13F portfolio, value $3,329,420.

    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 87,336 shares
    Change vs previous 13F +8,287 shares

    0.45% of the 13F portfolio, value $2,916,162.

    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 79,049 shares
    Change vs previous 13F +4,769 shares

    0.49% of the 13F portfolio, value $2,578,569.

    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 74,280 shares
    Change vs previous 13F +14,590 shares

    0.46% of the 13F portfolio, value $2,417,087.

    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 59,690 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,993,631.

    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).