Skip to content
Disclosery

Accurate Wealth Management, LLC: TFC position timeline

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

Accurate Wealth Management, LLC held 21,690 TFC 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 21,690 shares
    Change vs previous 13F +1,651 shares

    0.11% of the 13F portfolio, value $1,119,675.

    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 20,039 shares
    Change vs previous 13F +9,667 shares

    0.12% of the 13F portfolio, value $997,040.

    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 10,372 shares
    Change vs previous 13F +1,164 shares

    0.07% of the 13F portfolio, value $525,060.

    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 9,208 shares
    Change vs previous 13F +942 shares

    0.05% of the 13F portfolio, value $404,336.

    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 8,266 shares
    Change vs previous 13F +584 shares

    0.06% of the 13F portfolio, value $376,054.

    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 7,682 shares
    Change vs previous 13F +688 shares

    0.05% of the 13F portfolio, value $271,890.

    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 6,994 shares
    Change vs previous 13F -1,171 shares

    0.06% of the 13F portfolio, value $299,340.

    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 8,165 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $358,256.

    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).