Skip to content
Disclosery

Accurate Wealth Management, LLC: VGSH position timeline

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

Accurate Wealth Management, LLC held 48,610 VGSH 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 48,610 shares
    Change vs previous 13F +3,813 shares

    0.27% of the 13F portfolio, value $2,821,345.

    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 44,797 shares
    Change vs previous 13F -7,436 shares

    0.31% of the 13F portfolio, value $2,617,040.

    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 52,233 shares
    Change vs previous 13F +3,019 shares

    0.39% of the 13F portfolio, value $3,068,152.

    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 49,214 shares
    Change vs previous 13F +2,826 shares

    0.39% of the 13F portfolio, value $2,897,235.

    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 46,388 shares
    Change vs previous 13F -5,147 shares

    0.42% of the 13F portfolio, value $2,713,210.

    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 51,535 shares
    Change vs previous 13F +8,223 shares

    0.58% of the 13F portfolio, value $3,014,282.

    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 43,312 shares
    Change vs previous 13F +8,543 shares

    0.48% of the 13F portfolio, value $2,515,994.

    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 34,769 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,036,768.

    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).