Accurate Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1877728 WESLEY CHAPEL, FL

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,224,804

+$133,978 QoQ

Shares Held

15,896

-13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,022

of 2,621 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. C ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,726	$12,676,181
2	BAC	Bank Of America Corp /De/	54,107	$3,083,016
3	BNY	Bank of New York Mellon Corp	18,993	$2,746,577
4	C	Citigroup Inc This page	15,896	$2,224,804
5	WFC	Wells Fargo & Company/Mn	14,780	$1,221,419
6	TD	Toronto Dominion Bank	2,582	$313,532

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,224,804	15,896	-13.8%	Shares	Sole	2026-07-15
2026-03-31	$2,090,826	18,436	+6.8%	Shares	Sole	2026-04-23
2025-12-31	$2,014,186	17,261	+2.7%	Shares	Sole	2026-01-14
2025-09-30	$1,705,200	16,800	-20.9%	Shares	Sole	2025-10-20
2025-06-30	$1,808,544	21,247	+9.3%	Shares	Sole	2025-07-15
2025-03-31	$1,380,187	19,442	+11.8%	Shares	Sole	2025-04-15
2024-12-31	$1,224,434	17,395	+6.7%	Shares	Sole	2025-01-14
2024-09-30	$1,020,505	16,302	+70.2%	Shares	Sole	2024-10-17
2024-06-30	$607,883	9,579	+115.7%	Shares	Sole	2024-07-17
2024-03-31	$280,848	4,441	-20.6%	Shares	Sole	2024-04-23
2023-12-31	$287,703	5,593	-8.4%	Shares	Sole	2024-01-12
2023-09-30	$251,098	6,105	+8.9%	Shares	Sole	2023-10-23
2023-06-30	$258,100	5,606	-3.4%	Shares	Sole	2023-07-24
2023-03-31	$272,196	5,805	+16.3%	Shares	Sole	2023-04-13
2022-12-31	$225,788	4,992	-12.5%	Shares	Sole	2023-01-11
2022-09-30	$237,685	5,704	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.