Accurate Wealth Management, LLC: SSUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on SSUS, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 5,269 SSUS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,269 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $292,377.
13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,269 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $257,180.
13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,269 sharesChange vs previous 13F -187 shares
0.03% of the 13F portfolio, value $261,929.
13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,456 sharesChange vs previous 13F -104 shares
0.03% of the 13F portfolio, value $261,897.
13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,560 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $252,591.
13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,560 sharesChange vs previous 13F -209 shares
0.04% of the 13F portfolio, value $215,728.
13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,769 sharesChange vs previous 13F +754 shares
0.05% of the 13F portfolio, value $240,077.
13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,015 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $210,329.
13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).