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Accurate Wealth Management, LLC

SEC CIK
0001877728
Latest filing
Jul 14, 2026

GD holding history

General Dynamics Corp in every 13F filed by Accurate Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q2 2026)
5,644
Value
$2.12M
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of GD by Accurate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,644$2.12M0.2%+777+16.0%AddedHolders
Q1 20264,867$1.63M0.2%+378+8.4%AddedHolders
Q4 20254,489$1.59M0.2%+267+6.3%AddedHolders
Q3 20254,222$1.42M0.2%+219+5.5%AddedHolders
Q2 20254,003$1.21M0.2%+183+4.8%AddedHolders
Q1 20253,820$1.06M0.2%+427+12.6%AddedHolders
Q4 20243,393$880.6K0.2%+260+8.3%AddedHolders
Q3 20243,133$941.0K0.2%+58+1.9%AddedHolders
Q2 20243,075$877.4K0.2%+28+0.9%AddedHolders
Q1 20243,047$879.5K0.3%+6+0.2%AddedHolders
Q4 20233,041$760.1K0.2%+216+7.6%AddedHolders
Q3 20232,825$682.0K0.2%+234+9.0%AddedHolders
Q2 20232,591$558.3K0.2%+539+26.3%AddedHolders
Q1 20232,052$470.0K0.2%+149+7.8%AddedHolders
Q4 20221,903$471.1K0.2%−326−14.6%ReducedHolders
Q3 20222,229$506.0K0.2%+639+40.2%AddedHolders
Q2 20221,590$351.0K0.2%−23−1.4%ReducedHolders
Q1 20221,613$389.0K0.2%+7+0.4%AddedHolders
Q4 20211,606$330.0K0.3%+7+0.4%AddedHolders
Q3 20211,599$323.0K0.3%+150+10.4%AddedHolders
Q2 20211,449$273.0K0.2%–No prior filingHolders