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Disclosery

Accel Wealth Management: FPE position timeline

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

Accel Wealth Management held 37,473 FPE 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 37,473 shares
    Change vs previous 13F -6,867 shares

    0.15% of the 13F portfolio, value $670,017.

    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 44,340 shares
    Change vs previous 13F -620 shares

    0.21% of the 13F portfolio, value $787,043.

    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 44,960 shares
    Change vs previous 13F -2,470 shares

    0.22% of the 13F portfolio, value $819,180.

    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 47,430 shares
    Change vs previous 13F -2,284 shares

    0.25% of the 13F portfolio, value $865,116.

    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 49,714 shares
    Change vs previous 13F +97 shares

    0.3% of the 13F portfolio, value $884,902.

    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 49,617 shares
    Change vs previous 13F -3,255 shares

    0.32% of the 13F portfolio, value $872,761.

    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 52,872 shares
    Change vs previous 13F -2,766 shares

    0.35% of the 13F portfolio, value $935,826.

    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 55,638 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,007,043.

    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).