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Disclosery

Accel Wealth Management: CGDV position timeline

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

Accel Wealth Management held 158,567 CGDV 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 158,567 shares
    Change vs previous 13F +4,779 shares

    1.76% of the 13F portfolio, value $7,814,191.

    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 153,788 shares
    Change vs previous 13F +17,522 shares

    1.71% of the 13F portfolio, value $6,542,129.

    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 136,266 shares
    Change vs previous 13F +14,599 shares

    1.63% of the 13F portfolio, value $5,946,657.

    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 121,667 shares
    Change vs previous 13F +58,034 shares

    1.49% of the 13F portfolio, value $5,113,649.

    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 63,633 shares
    Change vs previous 13F +11,021 shares

    0.84% of the 13F portfolio, value $2,512,880.

    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 52,612 shares
    Change vs previous 13F +11,195 shares

    0.68% of the 13F portfolio, value $1,875,105.

    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 41,417 shares
    Change vs previous 13F +23,124 shares

    0.55% of the 13F portfolio, value $1,460,366.

    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 18,293 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $666,611.

    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).