Accurate Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in PRU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,299,585
+$298,654 QoQ
Shares Held
12,041
+17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#466
of 1,403 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Accurate Wealth Management, LLC holds $5,281,669 across 4 Insurance - Life names. PRU ranks #2 (24.6% of the industry book) .
All Filings in PRU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,585 | 12,041 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,000,931 | 10,246 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,051,477 | 9,315 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $924,530 | 8,912 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $866,288 | 8,063 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $871,327 | 7,802 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $798,655 | 6,738 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $757,601 | 6,256 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $754,352 | 6,437 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $768,148 | 6,543 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $595,606 | 5,743 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $584,617 | 6,161 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $472,506 | 5,356 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $420,236 | 5,079 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $391,176 | 3,933 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $346,722 | 4,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,573 | 2,483 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $265,764 | 2,249 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $232,283 | 2,146 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $214,397 | 2,038 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||