Accurate Wealth Management, LLC

Position in FWRG — First Watch Restaurant Group, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in FWRG

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

Position Value

$751,641

+$63,085 QoQ

Shares Held

58,312

-11.2% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

of 14 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $4,329,116 across 4 Restaurants names. FWRG ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,309	$2,516,315
2	FWRG	First Watch Restaurant Group, Inc. This page	58,312	$751,641
3	YUM	Yum Brands Inc	4,487	$717,291
4	SBUX	Starbucks Corp	3,365	$343,869

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$751,641	58,312	-11.2%	Shares	Sole	2026-07-15
2026-03-31	$688,556	65,702	+10.9%	Shares	Sole	2026-04-23
2025-12-31	$893,037	59,220	-11.2%	Shares	Sole	2026-01-14
2025-09-30	$1,043,125	66,696	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$1,068,552	66,618	+34.9%	Shares	Sole	2025-07-15
2025-03-31	$821,993	49,369	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.