Skip to content
Disclosery

Accel Wealth Management: BUFR position timeline

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

Accel Wealth Management held 117,011 BUFR 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 117,011 shares
    Change vs previous 13F +59,624 shares

    0.96% of the 13F portfolio, value $4,274,412.

    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 57,387 shares
    Change vs previous 13F +50,936 shares

    0.51% of the 13F portfolio, value $1,937,959.

    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 6,451 shares
    Change vs previous 13F -465 shares

    0.06% of the 13F portfolio, value $221,011.

    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 6,916 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $231,133.

    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 6,916 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $219,929.

    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 6,916 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,336.

    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).