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Accurate Wealth Management, LLC: STLA position timeline

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

Accurate Wealth Management, LLC held 19,754 STLA 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 19,754 shares
    Change vs previous 13F -5,482 shares

    0.01% of the 13F portfolio, value $108,647.

    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 25,236 shares
    Change vs previous 13F -14,330 shares

    0.02% of the 13F portfolio, value $202,897.

    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 39,566 shares
    Change vs previous 13F -18,844 shares

    0.05% of the 13F portfolio, value $431,665.

    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 58,410 shares
    Change vs previous 13F -6,073 shares

    0.08% of the 13F portfolio, value $578,843.

    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 64,483 shares
    Change vs previous 13F +18,161 shares

    0.1% of the 13F portfolio, value $668,689.

    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 46,322 shares
    Change vs previous 13F +745 shares

    0.08% of the 13F portfolio, value $410,876.

    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 45,577 shares
    Change vs previous 13F +27,962 shares

    0.11% of the 13F portfolio, value $571,088.

    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 17,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $227,410.

    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).