Accurate Wealth Management, LLC DOUG β€” DOUGLAS ELLIMAN INC

Ownership history in Accurate Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Accurate Wealth Management, LLC reported DOUGLAS ELLIMAN INC (DOUG) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows DOUG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accurate Wealth Management, LLC's position in DOUGLAS ELLIMAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOUG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accurate Wealth Management, LLC held DOUG β€” position size vs. price
% of Fund (quarterly)    DOUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 10,000 +9,596 +2375.2% 0.00% $17K 2026-04-23 $1.87
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Accurate Wealth Management, LLC and DOUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accurate Wealth Management, LLC reported owning DOUG?

Accurate Wealth Management, LLC reported DOUG across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported DOUG position in Accurate Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DOUG was 0.00% in 2026 Q1.

What is the latest reported DOUG position on this page?

The most recent filing on this page is 2026 Q1, when Accurate Wealth Management, LLC reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this DOUG ownership page compare?

The chart compares Accurate Wealth Management, LLC's quarterly DOUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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