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Accel Wealth Management: GS position timeline

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

Accel Wealth Management held 665 GS 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 665 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $672,468.

    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 665 shares
    Change vs previous 13F -3 shares

    0.15% of the 13F portfolio, value $562,272.

    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 668 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $587,423.

    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 704 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $560,925.

    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 700 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $495,596.

    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 699 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $381,590.

    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 689 shares
    Change vs previous 13F +46 shares

    0.15% of the 13F portfolio, value $394,599.

    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 643 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $318,278.

    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).