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Accel Wealth Management: C position timeline

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

Accel Wealth Management held 5,381 C 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 5,381 shares
    Change vs previous 13F -165 shares

    0.17% of the 13F portfolio, value $753,083.

    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 5,546 shares
    Change vs previous 13F +1,386 shares

    0.16% of the 13F portfolio, value $628,951.

    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 4,160 shares
    Change vs previous 13F +437 shares

    0.13% of the 13F portfolio, value $485,472.

    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 3,723 shares
    Change vs previous 13F -92 shares

    0.11% of the 13F portfolio, value $377,878.

    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 3,815 shares
    Change vs previous 13F -177 shares

    0.11% of the 13F portfolio, value $324,710.

    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 3,992 shares
    Change vs previous 13F -588 shares

    0.1% of the 13F portfolio, value $283,372.

    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 4,580 shares
    Change vs previous 13F -79 shares

    0.12% of the 13F portfolio, value $322,412.

    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 4,659 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $291,632.

    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).