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Accurate Wealth Management, LLC: Z position timeline

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

Accurate Wealth Management, LLC held 36,309 Z 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 36,309 shares
    Change vs previous 13F +1,417 shares

    0.11% of the 13F portfolio, value $1,168,779.

    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 34,892 shares
    Change vs previous 13F +2,991 shares

    0.17% of the 13F portfolio, value $1,391,209.

    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 31,901 shares
    Change vs previous 13F -3,866 shares

    0.28% of the 13F portfolio, value $2,193,271.

    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 35,767 shares
    Change vs previous 13F -125 shares

    0.34% of the 13F portfolio, value $2,586,096.

    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 35,892 shares
    Change vs previous 13F +5,912 shares

    0.43% of the 13F portfolio, value $2,832,219.

    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 29,980 shares
    Change vs previous 13F +1,323 shares

    0.35% of the 13F portfolio, value $1,833,562.

    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 28,657 shares
    Change vs previous 13F +5,841 shares

    0.39% of the 13F portfolio, value $2,041,238.

    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 22,816 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,446,020.

    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).