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Disclosery

Accel Wealth Management: COST position timeline

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

Accel Wealth Management held 591 COST 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 591 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $552,964.

    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 594 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $591,729.

    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 582 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $501,547.

    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 588 shares
    Change vs previous 13F -112 shares

    0.16% of the 13F portfolio, value $544,529.

    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 700 shares
    Change vs previous 13F +24 shares

    0.23% of the 13F portfolio, value $692,924.

    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 676 shares
    Change vs previous 13F -19 shares

    0.23% of the 13F portfolio, value $639,033.

    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 695 shares
    Change vs previous 13F +12 shares

    0.24% of the 13F portfolio, value $637,204.

    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 683 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $605,677.

    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).