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Disclosery

Accurate Wealth Management, LLC: YOU position timeline

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

Accurate Wealth Management, LLC held 21,065 YOU 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 21,065 shares
    Change vs previous 13F -2,672 shares

    0.11% of the 13F portfolio, value $1,163,182.

    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 23,737 shares
    Change vs previous 13F -5,974 shares

    0.13% of the 13F portfolio, value $1,096,123.

    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 29,711 shares
    Change vs previous 13F -5,377 shares

    0.14% of the 13F portfolio, value $1,083,247.

    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 35,088 shares
    Change vs previous 13F -2,091 shares

    0.15% of the 13F portfolio, value $1,092,249.

    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 37,179 shares
    Change vs previous 13F +4,220 shares

    0.17% of the 13F portfolio, value $1,081,546.

    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 32,959 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $890,545.

    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).