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Accel Wealth Management: AHR position timeline

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

Accel Wealth Management held 15,457 AHR 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 15,457 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $806,075.

    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 15,451 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $728,675.

    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 15,401 shares
    Change vs previous 13F +1,989 shares

    0.2% of the 13F portfolio, value $724,763.

    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 13,412 shares
    Change vs previous 13F -2,369 shares

    0.16% of the 13F portfolio, value $563,459.

    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 15,781 shares
    Change vs previous 13F +4,287 shares

    0.19% of the 13F portfolio, value $579,797.

    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 11,494 shares
    Change vs previous 13F +1,188 shares

    0.13% of the 13F portfolio, value $348,270.

    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 10,306 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $292,893.

    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).