Accurate Wealth Management, LLC: STZ position timeline

Accurate Wealth Management, LLC held 0 STZ shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,299 shares

   13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,299 shares

   Change vs previous 13F -2 shares

   0.03% of the 13F portfolio, value $223,601.

   13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,301 shares

   Change vs previous 13F +8 shares

   0.05% of the 13F portfolio, value $241,521.

   13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 1,293 shares

   Change vs previous 13F -2 shares

   0.05% of the 13F portfolio, value $235,094.

   13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 1,295 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $316,086.

   13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).