Accurate Wealth Management, LLC: XAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on XAR, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 5,775 XAR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,775 sharesChange vs previous 13F -115 shares
0.15% of the 13F portfolio, value $1,567,624.
13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,890 sharesChange vs previous 13F +779 shares
0.19% of the 13F portfolio, value $1,577,401.
13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,111 sharesChange vs previous 13F +1,596 shares
0.18% of the 13F portfolio, value $1,413,907.
13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,515 sharesChange vs previous 13F +1,050 shares
0.12% of the 13F portfolio, value $865,042.
13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,465 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $517,009.
13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).