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Accurate Wealth Management, LLC → BANX
Accurate Wealth Management, LLC BANX Position History
ArrowMark Financial Corp.
Quarters held
4
Latest value
$209K
Q3 2026
Peak value
$320K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $320K |
| Q1 2026 | $259K |
| Q2 2026 | $228K |
| Q3 2026 | $209K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $209K | 10.4K | — | — |
| Q2 2026 | $228K | 11.4K | — | — |
| Q1 2026 | $259K | 13.3K | — | — |
| Q4 2025 | $320K | 14.5K | — | — |