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Accurate Wealth Management, LLC: VMBS position timeline

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

Accurate Wealth Management, LLC held 96,360 VMBS 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 96,360 shares
    Change vs previous 13F +7,503 shares

    0.43% of the 13F portfolio, value $4,474,958.

    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 88,857 shares
    Change vs previous 13F +3,526 shares

    0.5% of the 13F portfolio, value $4,175,403.

    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 85,331 shares
    Change vs previous 13F +4,825 shares

    0.51% of the 13F portfolio, value $4,037,710.

    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 80,506 shares
    Change vs previous 13F +19,670 shares

    0.51% of the 13F portfolio, value $3,798,256.

    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 60,836 shares
    Change vs previous 13F +1,179 shares

    0.43% of the 13F portfolio, value $2,801,492.

    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 59,657 shares
    Change vs previous 13F +4,116 shares

    0.51% of the 13F portfolio, value $2,696,496.

    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 55,541 shares
    Change vs previous 13F +11,384 shares

    0.48% of the 13F portfolio, value $2,486,568.

    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 44,157 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,055,052.

    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).