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Disclosery

Accel Wealth Management: AEP position timeline

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

Accel Wealth Management held 2,313 AEP 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 2,313 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $316,479.

    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 2,324 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $304,578.

    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 2,361 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $272,234.

    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 2,432 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $273,580.

    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 2,418 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $250,858.

    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 2,409 shares
    Change vs previous 13F -765 shares

    0.1% of the 13F portfolio, value $263,212.

    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 3,174 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $292,751.

    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 3,162 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $324,377.

    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).