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Disclosery

Accurate Wealth Management, LLC: WMT position timeline

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

Accurate Wealth Management, LLC held 58,915 WMT 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 58,915 shares
    Change vs previous 13F +5,572 shares

    0.64% of the 13F portfolio, value $6,707,500.

    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 53,343 shares
    Change vs previous 13F +848 shares

    0.81% of the 13F portfolio, value $6,765,955.

    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 52,495 shares
    Change vs previous 13F +2,977 shares

    0.76% of the 13F portfolio, value $6,010,793.

    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 49,518 shares
    Change vs previous 13F +3,181 shares

    0.71% of the 13F portfolio, value $5,304,607.

    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 46,337 shares
    Change vs previous 13F +6,785 shares

    0.67% of the 13F portfolio, value $4,396,567.

    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 39,552 shares
    Change vs previous 13F +7,861 shares

    0.7% of the 13F portfolio, value $3,669,181.

    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 31,691 shares
    Change vs previous 13F +2,036 shares

    0.57% of the 13F portfolio, value $2,946,571.

    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 29,655 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,420,574.

    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).