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Accel Wealth Management: FVD position timeline

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

Accel Wealth Management held 39,960 FVD 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 39,960 shares
    Change vs previous 13F -625 shares

    0.43% of the 13F portfolio, value $1,925,266.

    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 40,585 shares
    Change vs previous 13F +1,120 shares

    0.5% of the 13F portfolio, value $1,908,713.

    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 39,465 shares
    Change vs previous 13F -936 shares

    0.5% of the 13F portfolio, value $1,818,525.

    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 40,401 shares
    Change vs previous 13F -2,032 shares

    0.54% of the 13F portfolio, value $1,868,136.

    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 42,433 shares
    Change vs previous 13F -2,043 shares

    0.63% of the 13F portfolio, value $1,896,762.

    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 44,476 shares
    Change vs previous 13F -1,940 shares

    0.72% of the 13F portfolio, value $1,983,166.

    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 46,416 shares
    Change vs previous 13F -2,813 shares

    0.77% of the 13F portfolio, value $2,025,605.

    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 49,229 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,239,432.

    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).