When should I update the value of my stock or equity?

Stock and equity valuation should be updated as follows:

Public Entity: Update at least annually, based on Annual Report or other public valuation

Non-Public Entity:

  • If original value is $4,999 or less, update within 30 days of value reaching $5,000 or more

  • If original value is $5,000 or more, update at least annually


See Also

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