Accurate Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1877728 WESLEY CHAPEL, FL

Position in MA

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

Position Value

$2,407,243

-$202,481 QoQ

Shares Held

4,687

-10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,558

of 3,563 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,293,083 across 6 Credit Services names. MA ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,648	$2,967,042
2	MA	Mastercard Inc This page	4,687	$2,407,243
3	AXP	American Express Co	5,987	$2,025,102
4	COF	Capital One Financial Corp	2,005	$402,243
5	OMF	OneMain Holdings, Inc.	4,104	$250,220
6	WU	Western Union CO	31,329	$241,233

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,407,243	4,687	-10.3%	Shares	Sole	2026-07-15
2026-03-31	$2,609,724	5,223	-15.2%	Shares	Sole	2026-04-23
2025-12-31	$3,514,908	6,157	-10.8%	Shares	Sole	2026-01-14
2025-09-30	$3,924,789	6,900	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$3,929,646	6,993	-0.1%	Shares	Sole	2025-07-15
2025-03-31	$3,836,291	6,999	-1.5%	Shares	Sole	2025-04-15
2024-12-31	$3,742,332	7,107	-5.8%	Shares	Sole	2025-01-14
2024-09-30	$3,727,202	7,548	+0.1%	Shares	Sole	2024-10-17
2024-06-30	$3,327,669	7,543	-10.2%	Shares	Sole	2024-07-17
2024-03-31	$4,043,261	8,396	+1.2%	Shares	Sole	2024-04-23
2023-12-31	$3,537,047	8,293	-2.2%	Shares	Sole	2024-01-12
2023-09-30	$3,357,316	8,480	+14.7%	Shares	Sole	2023-10-23
2023-06-30	$2,908,846	7,396	+125.9%	Shares	Sole	2023-07-24
2023-03-31	$1,189,804	3,274	+4.6%	Shares	Sole	2023-04-13
2022-12-31	$1,088,394	3,130	+146.8%	Shares	Sole	2023-01-11
2022-09-30	$360,543	1,268	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$390,879	1,239	-11.0%	Shares	Sole	2022-08-04
2022-03-31	$497,472	1,392	+0.7%	Shares	Sole	2022-05-10
2021-12-31	$496,939	1,383	+5.0%	Shares	Sole	2022-02-08
2021-09-30	$457,894	1,317	-3.7%	Shares	Sole	2021-10-22
2021-06-30	$499,078	1,367	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.