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Disclosery

Accel Wealth Management: HDV position timeline

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

Accel Wealth Management held 8,966 HDV 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 8,966 shares
    Change vs previous 13F +7,155 shares

    0.06% of the 13F portfolio, value $245,759.

    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 1,811 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $245,823.

    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 1,907 shares
    Change vs previous 13F +157 shares

    0.06% of the 13F portfolio, value $231,955.

    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 1,750 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $214,303.

    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 1,770 shares
    Change vs previous 13F +100 shares

    0.07% of the 13F portfolio, value $207,354.

    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 1,670 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $202,271.

    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).