Accurate Wealth Management, LLC: XLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on XLY, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 0 XLY shares at 2025-12-31 per its 13F-HR filed 2026-01-14.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -24,983 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 24,983 sharesChange vs previous 13F +24,983 shares
0.78% of the 13F portfolio, value $5,854,802.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -36,145 shares
13F-HR 0001754960-25-000190 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 36,145 sharesChange vs previous 13F +34,401 shares
1.53% of the 13F portfolio, value $7,981,573.
13F-HR 0001754960-25-000019 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 ended2024-09-3013F 1,744 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $345,116.
13F-HR 0001754960-24-000509 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).