Accurate Wealth Management, LLC
· Exited
Change
−904
Δ Own
−100.0%
Date
Q1 2023
GO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
· Exited
Change
−904
Δ Own
−100.0%
Date
Q1 2023
|
Accurate Wealth Management, LLC | Exited· Q1 2023 | – | −904 | −100.0% | Q1 2023 | |||||
|
Ifp Advisors, Inc
· Exited
Change
−718
Δ Own
−100.0%
Date
Q1 2023
|
Ifp Advisors, Inc | Exited· Q1 2023 | – | −718 | −100.0% | Q1 2023 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Burd Brad
· Officer
3 operations
-207K
|
Burd Brad | Officer | 3 operations | – | -207K | – | 0 | – | Jul 21, 2026 | Jul 23, 2026 | |||||||||
|
Shanahan Brendan Richard
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-237K
|
Shanahan Brendan Richard | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -237K | – | 0 | −100.0% | Jul 21, 2026 | Jul 23, 2026 | |||||||||
|
Kotte Vijay
· Director
4 operations
-1.7M
|
Kotte Vijay | Director | 4 operations | – | -1.7M | – | 0 | – | Jul 21, 2026 | Jul 23, 2026 | |||||||||
|
Shanahan Brendan Richard
· Officer
Tax withholding or exercise payment (F)
-$50K
|
Shanahan Brendan Richard | Officer | Tax withholding or exercise payment (F) | $3.96 | -13K | -$50K | 237K | – | Nov 1, 2025 | Nov 4, 2025 | |||||||||
|
Hargis Mike
· Officer
Tax withholding or exercise payment (F)
-$28K
|
Hargis Mike | Officer | Tax withholding or exercise payment (F) | $4.98 | -6K | -$28K | 325K | – | Sep 12, 2025 | Sep 16, 2025 | |||||||||
|
Kotte Vijay
· Director, Officer
Grant (A)
219K
|
Kotte Vijay | Director, Officer | Grant (A) | – | 219K | – | 1.3M | – | Aug 7, 2025 | Aug 8, 2025 | |||||||||
2 reporting institutions disclosed GOCO position changes in the Q1 2023 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2023.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.