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Accurate Wealth Management, LLC: UJAN position timeline

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

Accurate Wealth Management, LLC held 25,178 UJAN 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 25,178 shares
    Change vs previous 13F +299 shares

    0.11% of the 13F portfolio, value $1,147,360.

    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 24,879 shares
    Change vs previous 13F -316 shares

    0.13% of the 13F portfolio, value $1,081,241.

    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 25,195 shares
    Change vs previous 13F -76 shares

    0.14% of the 13F portfolio, value $1,098,628.

    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 25,271 shares
    Change vs previous 13F -209 shares

    0.14% of the 13F portfolio, value $1,061,885.

    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 25,480 shares
    Change vs previous 13F -3,764 shares

    0.16% of the 13F portfolio, value $1,035,762.

    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 29,244 shares
    Change vs previous 13F +3,871 shares

    0.21% of the 13F portfolio, value $1,094,176.

    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 25,373 shares
    Change vs previous 13F +991 shares

    0.19% of the 13F portfolio, value $982,696.

    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 24,382 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $931,629.

    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).