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Disclosery

Accel Wealth Management: FPEI position timeline

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

Accel Wealth Management held 12,153 FPEI 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 12,153 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $234,431.

    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 12,408 shares
    Change vs previous 13F -155 shares

    0.06% of the 13F portfolio, value $235,749.

    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 12,563 shares
    Change vs previous 13F -558 shares

    0.07% of the 13F portfolio, value $243,605.

    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 13,121 shares
    Change vs previous 13F -4,366 shares

    0.07% of the 13F portfolio, value $253,761.

    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 17,487 shares
    Change vs previous 13F -2,750 shares

    0.11% of the 13F portfolio, value $332,084.

    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 20,237 shares
    Change vs previous 13F +251 shares

    0.14% of the 13F portfolio, value $378,439.

    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 19,986 shares
    Change vs previous 13F -951 shares

    0.14% of the 13F portfolio, value $373,742.

    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 20,937 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $399,268.

    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).