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Accel Wealth Management: FUTY position timeline

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

Accel Wealth Management held 5,370 FUTY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,370 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $274,136.

    13F-HR 0001838226-26-000006 filed by Accel Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,347 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $312,390.

    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).

  3. period ended2026-03-31
    13F 5,326 shares
    Change vs previous 13F -2,313 shares

    0.08% of the 13F portfolio, value $314,635.

    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).

  4. period ended2025-12-31
    13F 7,639 shares
    Change vs previous 13F +37 shares

    0.12% of the 13F portfolio, value $421,824.

    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).

  5. period ended2025-09-30
    13F 7,602 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $429,294.

    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).

  6. period ended2025-06-30
    13F 7,583 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $398,890.

    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).

  7. period ended2025-03-31
    13F 7,543 shares
    Change vs previous 13F -107 shares

    0.14% of the 13F portfolio, value $384,337.

    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).

  8. period ended2024-12-31
    13F 7,650 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $373,105.

    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).