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Accurate Wealth Management, LLC: VONG position timeline

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

Accurate Wealth Management, LLC held 25,935 VONG 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 25,935 shares
    Change vs previous 13F +7,705 shares

    0.32% of the 13F portfolio, value $3,308,488.

    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 18,230 shares
    Change vs previous 13F +7,677 shares

    0.25% of the 13F portfolio, value $2,093,856.

    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 10,553 shares
    Change vs previous 13F +544 shares

    0.16% of the 13F portfolio, value $1,292,896.

    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 10,009 shares
    Change vs previous 13F +181 shares

    0.16% of the 13F portfolio, value $1,197,279.

    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 9,828 shares
    Change vs previous 13F -4,424 shares

    0.17% of the 13F portfolio, value $1,084,522.

    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 14,252 shares
    Change vs previous 13F +5,949 shares

    0.25% of the 13F portfolio, value $1,284,818.

    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 8,303 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $850,974.

    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).