Accurate Wealth Management, LLC

Position in XYZ — Block, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in XYZ

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

Position Value

$2,604,064

+$201,378 QoQ

Shares Held

34,264

-14.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#358

of 1,079 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $29,884,794 across 9 Software - Infrastructure names. XYZ ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	43,630	$16,274,862
2	PLTR	Palantir Technologies Inc.	26,852	$3,132,822
3	ORCL	Oracle Corp	19,604	$2,872,966
4	XYZ	Block, Inc. This page	34,264	$2,604,064
5	FTNT	Fortinet, Inc.	11,340	$1,742,050
6	PANW	Palo Alto Networks Inc	4,827	$1,646,103
7	OKTA	Okta, Inc.	6,606	$901,388
8	CRWD	CrowdStrike Holdings, Inc.	7,820	$372,984

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,604,064	34,264	-14.2%	Shares	Sole	2026-07-15
2026-03-31	$2,402,686	39,925	-19.7%	Shares	Sole	2026-04-23
2025-12-31	$3,236,730	49,727	-9.7%	Shares	Sole	2026-01-14
2025-09-30	$3,978,102	55,045	-4.6%	Shares	Sole	2025-10-20
2025-06-30	$3,920,851	57,719	+18.9%	Shares	Sole	2025-07-15
2025-03-31	$2,638,210	48,559	+71.8%	Shares	Sole	2025-04-15
2024-12-31	$2,402,582	28,269	+35.1%	Shares	Sole	2025-01-14
2024-09-30	$1,405,098	20,931	+42.4%	Shares	Sole	2024-10-17
2024-06-30	$947,616	14,694	+53.5%	Shares	Sole	2024-07-17
2024-03-31	$809,515	9,571	+107.0%	Shares	Sole	2024-04-23
2023-12-31	$357,666	4,624	+683.7%	Shares	Sole	2024-01-12
2022-12-31	$37,075	590	-45.0%	Shares	Sole	2023-01-11
2021-12-31	$173,300	1,073	-0.6%	Shares	Sole	2022-02-08
2021-09-30	$259,027	1,080	+1.7%	Shares	Sole	2021-10-22
2021-06-30	$258,915	1,062	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.