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Disclosery

Accel Wealth Management: AGG position timeline

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

Accel Wealth Management held 49,572 AGG 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 49,572 shares
    Change vs previous 13F +251 shares

    1.1% of the 13F portfolio, value $4,906,625.

    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 49,321 shares
    Change vs previous 13F +7,560 shares

    1.28% of the 13F portfolio, value $4,896,110.

    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 41,761 shares
    Change vs previous 13F +2,078 shares

    1.14% of the 13F portfolio, value $4,171,134.

    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 39,683 shares
    Change vs previous 13F +6,309 shares

    1.16% of the 13F portfolio, value $3,978,249.

    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 33,374 shares
    Change vs previous 13F -1,296 shares

    1.11% of the 13F portfolio, value $3,310,667.

    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 34,670 shares
    Change vs previous 13F +7,591 shares

    1.24% of the 13F portfolio, value $3,429,524.

    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 27,079 shares
    Change vs previous 13F -136 shares

    0.99% of the 13F portfolio, value $2,623,929.

    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 27,215 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,756,107.

    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).