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Disclosery

Accel Wealth Management: DFIV position timeline

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

Accel Wealth Management held 139,100 DFIV 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 139,100 shares
    Change vs previous 13F +20,257 shares

    1.69% of the 13F portfolio, value $7,514,190.

    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 118,843 shares
    Change vs previous 13F +23,062 shares

    1.64% of the 13F portfolio, value $6,272,522.

    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 95,781 shares
    Change vs previous 13F +25,939 shares

    1.31% of the 13F portfolio, value $4,779,460.

    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 69,842 shares
    Change vs previous 13F +46,508 shares

    0.94% of the 13F portfolio, value $3,221,113.

    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 23,334 shares
    Change vs previous 13F +16,026 shares

    0.33% of the 13F portfolio, value $999,379.

    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 7,308 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $287,643.

    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).