Accurate Wealth Management, LLC: VB position timeline

Accurate Wealth Management, LLC held 943 VB 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 943 shares

   Change vs previous 13F +179 shares

   0.03% of the 13F portfolio, value $281,155.

   13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 764 shares

   Change vs previous 13F +764 shares

   0.03% of the 13F portfolio, value $207,892.

   13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -907 shares

   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).

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

4. period ended2024-12-31

   13F 907 shares

   Change vs previous 13F -7 shares

   0.04% of the 13F portfolio, value $216,193.

   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 914 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $219,382.

   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).