Skip to content
Disclosery

Accel Wealth Management: FV position timeline

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

Accel Wealth Management held 23,999 FV 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 23,999 shares
    Change vs previous 13F -1,391 shares

    0.41% of the 13F portfolio, value $1,821,011.

    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 25,390 shares
    Change vs previous 13F -3,376 shares

    0.4% of the 13F portfolio, value $1,534,518.

    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 28,766 shares
    Change vs previous 13F -64 shares

    0.5% of the 13F portfolio, value $1,809,935.

    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 28,830 shares
    Change vs previous 13F -5,527 shares

    0.52% of the 13F portfolio, value $1,785,149.

    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 34,357 shares
    Change vs previous 13F -2,534 shares

    0.68% of the 13F portfolio, value $2,035,995.

    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 36,891 shares
    Change vs previous 13F +237 shares

    0.73% of the 13F portfolio, value $2,023,839.

    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 36,654 shares
    Change vs previous 13F +112 shares

    0.82% of the 13F portfolio, value $2,164,792.

    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 36,542 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,129,309.

    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).