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Disclosery

Accel Wealth Management: FSEP position timeline

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

Accel Wealth Management held 21,691 FSEP 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 21,691 shares
    Change vs previous 13F -1,489 shares

    0.27% of the 13F portfolio, value $1,194,740.

    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 23,180 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,166,649.

    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 23,180 shares
    Change vs previous 13F +1,860 shares

    0.33% of the 13F portfolio, value $1,195,161.

    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 21,320 shares
    Change vs previous 13F +10,845 shares

    0.31% of the 13F portfolio, value $1,077,513.

    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 10,475 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $502,889.

    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 10,675 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $475,571.

    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 10,675 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $487,802.

    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 10,675 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $479,735.

    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).