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Accurate Wealth Management, LLC: VCSH position timeline

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

Accurate Wealth Management, LLC held 29,362 VCSH 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 29,362 shares
    Change vs previous 13F +2,421 shares

    0.22% of the 13F portfolio, value $2,308,115.

    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 26,941 shares
    Change vs previous 13F +675 shares

    0.26% of the 13F portfolio, value $2,133,738.

    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 26,266 shares
    Change vs previous 13F +1,499 shares

    0.27% of the 13F portfolio, value $2,094,960.

    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 24,767 shares
    Change vs previous 13F +2,689 shares

    0.26% of the 13F portfolio, value $1,980,083.

    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 22,078 shares
    Change vs previous 13F +5,905 shares

    0.27% of the 13F portfolio, value $1,746,831.

    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 16,173 shares
    Change vs previous 13F -1,559 shares

    0.24% of the 13F portfolio, value $1,260,524.

    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 17,732 shares
    Change vs previous 13F -8,545 shares

    0.26% of the 13F portfolio, value $1,379,405.

    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 26,277 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,071,438.

    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).