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CIK 0001877728 • 7 13F filings • Apr 15, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("accurate-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001754960-25-000687 |
| $751.0M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000528 | $1.05B | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000384 | $653.7M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000311 | $830.9M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000190 | $523.9M | View |