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Accel Wealth Management: BX position timeline

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

Accel Wealth Management held 11,969 BX 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 11,969 shares
    Change vs previous 13F -1,038 shares

    0.32% of the 13F portfolio, value $1,408,384.

    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 13,007 shares
    Change vs previous 13F -93 shares

    0.39% of the 13F portfolio, value $1,495,715.

    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 13,100 shares
    Change vs previous 13F -283 shares

    0.55% of the 13F portfolio, value $2,019,230.

    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 13,383 shares
    Change vs previous 13F -278 shares

    0.67% of the 13F portfolio, value $2,286,547.

    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 13,661 shares
    Change vs previous 13F -212 shares

    0.68% of the 13F portfolio, value $2,043,428.

    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 13,873 shares
    Change vs previous 13F +50 shares

    0.7% of the 13F portfolio, value $1,939,136.

    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 13,823 shares
    Change vs previous 13F -10 shares

    0.9% of the 13F portfolio, value $2,383,412.

    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 13,833 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,118,308.

    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).