Skip to content
Disclosery

Accurate Wealth Management, LLC: TD position timeline

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

Accurate Wealth Management, LLC held 2,582 TD 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 2,582 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $311,208.

    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 2,576 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $259,429.

    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 2,567 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $242,017.

    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 2,556 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,921.

    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).