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Disclosery

Accel Wealth Management: CSB position timeline

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

Accel Wealth Management held 11,713 CSB 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 11,713 shares
    Change vs previous 13F -684 shares

    0.17% of the 13F portfolio, value $768,259.

    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 12,397 shares
    Change vs previous 13F -1,299 shares

    0.2% of the 13F portfolio, value $765,562.

    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 13,696 shares
    Change vs previous 13F -9,357 shares

    0.22% of the 13F portfolio, value $802,745.

    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 23,053 shares
    Change vs previous 13F -11,988 shares

    0.4% of the 13F portfolio, value $1,363,611.

    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 35,041 shares
    Change vs previous 13F +833 shares

    0.65% of the 13F portfolio, value $1,941,596.

    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 34,208 shares
    Change vs previous 13F +6,186 shares

    0.71% of the 13F portfolio, value $1,963,905.

    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 28,022 shares
    Change vs previous 13F +1,622 shares

    0.63% of the 13F portfolio, value $1,664,487.

    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 26,400 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,551,158.

    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).