Accurate Wealth Management, LLC
Position in CLSE — Convergence Long/Short Equity ETF
CIK 1877728
WESLEY CHAPEL, FL
All Filings in CLSE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSE | $3,746,390 | 133,134 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 CLSE | $4,265,092 | 156,059 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 CLSE | $4,156,869 | 159,634 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 CLSE | $4,198,093 | 179,636 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 CLSE | $3,751,971 | 173,622 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 CLSE | $1,694,973 | 73,984 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 CLSE | $359,482 | 16,142 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||