Accurate Wealth Management, LLC

SEC CIK: 0001877728
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PTC holding history

PTC Inc. 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.

PTC overview All 13F holders of PTC Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of PTC by Accurate Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−171−100.0%	Sold out	Holders
Q4 2022	171	$21.8K	<0.1%	+171	New	Holders
Q3 2021	0	$0	0.0%	−5,801−100.0%	Sold out	Holders
Q2 2021	5,801	$819.0K	0.7%	–	No prior filing	Holders