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Accel Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 27,875 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,875 shares
    Change vs previous 13F -561 shares

    1.82% of the 13F portfolio, value $8,065,986.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,436 shares
    Change vs previous 13F -522 shares

    1.88% of the 13F portfolio, value $7,216,751.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,958 shares
    Change vs previous 13F -132 shares

    2.15% of the 13F portfolio, value $7,872,393.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,090 shares
    Change vs previous 13F -441 shares

    2.15% of the 13F portfolio, value $7,407,298.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,531 shares
    Change vs previous 13F -388 shares

    2.02% of the 13F portfolio, value $6,058,791.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,919 shares
    Change vs previous 13F -26 shares

    2.4% of the 13F portfolio, value $6,645,893.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,945 shares
    Change vs previous 13F +202 shares

    2.84% of the 13F portfolio, value $7,498,854.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,743 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $6,930,139.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).