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Accel Wealth Management: BA position timeline

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

Accel Wealth Management held 1,868 BA 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 1,868 shares
    Change vs previous 13F -388 shares

    0.09% of the 13F portfolio, value $404,358.

    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 2,256 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $449,005.

    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 2,221 shares
    Change vs previous 13F +260 shares

    0.13% of the 13F portfolio, value $482,216.

    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 1,961 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $423,235.

    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 1,960 shares
    Change vs previous 13F -14 shares

    0.14% of the 13F portfolio, value $410,671.

    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 1,974 shares
    Change vs previous 13F +239 shares

    0.12% of the 13F portfolio, value $336,660.

    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 1,735 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $307,089.

    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 1,713 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $260,439.

    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).