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Accel Wealth Management: IBIT position timeline

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

Accel Wealth Management held 20,149 IBIT 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 20,149 shares
    Change vs previous 13F -835 shares

    0.15% of the 13F portfolio, value $670,760.

    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 20,984 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $806,205.

    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 21,009 shares
    Change vs previous 13F +1,181 shares

    0.29% of the 13F portfolio, value $1,043,097.

    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 19,828 shares
    Change vs previous 13F +3,289 shares

    0.37% of the 13F portfolio, value $1,288,820.

    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 16,539 shares
    Change vs previous 13F +1,258 shares

    0.34% of the 13F portfolio, value $1,012,352.

    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 15,281 shares
    Change vs previous 13F +2,072 shares

    0.26% of the 13F portfolio, value $715,304.

    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 13,209 shares
    Change vs previous 13F -61 shares

    0.27% of the 13F portfolio, value $700,737.

    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 13,270 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $479,445.

    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).