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Accel Wealth Management: DE position timeline

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

Accel Wealth Management held 7,080 DE 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 7,080 shares
    Change vs previous 13F -43 shares

    1.01% of the 13F portfolio, value $4,490,877.

    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 7,123 shares
    Change vs previous 13F -16 shares

    1.05% of the 13F portfolio, value $4,012,414.

    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 7,139 shares
    Change vs previous 13F +138 shares

    0.91% of the 13F portfolio, value $3,323,836.

    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 7,001 shares
    Change vs previous 13F -244 shares

    0.93% of the 13F portfolio, value $3,201,324.

    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 7,245 shares
    Change vs previous 13F -2 shares

    1.23% of the 13F portfolio, value $3,683,780.

    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 7,247 shares
    Change vs previous 13F +1,252 shares

    1.23% of the 13F portfolio, value $3,401,233.

    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 5,995 shares
    Change vs previous 13F -1,007 shares

    0.96% of the 13F portfolio, value $2,539,969.

    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 7,002 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,922,146.

    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).