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Accurate Wealth Management, LLC: XYZ position timeline

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

Accurate Wealth Management, LLC held 34,264 XYZ 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 34,264 shares
    Change vs previous 13F -5,661 shares

    0.25% of the 13F portfolio, value $2,648,611.

    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 39,925 shares
    Change vs previous 13F -9,802 shares

    0.3% of the 13F portfolio, value $2,483,405.

    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 49,727 shares
    Change vs previous 13F -5,318 shares

    0.44% of the 13F portfolio, value $3,458,588.

    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 55,045 shares
    Change vs previous 13F -2,674 shares

    0.56% of the 13F portfolio, value $4,193,185.

    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 57,719 shares
    Change vs previous 13F +9,160 shares

    0.61% of the 13F portfolio, value $3,968,758.

    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 48,559 shares
    Change vs previous 13F +20,290 shares

    0.5% of the 13F portfolio, value $2,619,272.

    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 28,269 shares
    Change vs previous 13F +7,338 shares

    0.45% of the 13F portfolio, value $2,333,323.

    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 20,931 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,502,627.

    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).