Skip to content
Disclosery

Accel Wealth Management: IBM position timeline

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

Accel Wealth Management held 5,821 IBM 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 5,821 shares
    Change vs previous 13F -82 shares

    0.37% of the 13F portfolio, value $1,636,988.

    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 5,903 shares
    Change vs previous 13F +1,227 shares

    0.37% of the 13F portfolio, value $1,430,716.

    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 4,676 shares
    Change vs previous 13F +267 shares

    0.38% of the 13F portfolio, value $1,385,104.

    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 4,409 shares
    Change vs previous 13F -1 shares

    0.36% of the 13F portfolio, value $1,244,099.

    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 4,410 shares
    Change vs previous 13F +13 shares

    0.43% of the 13F portfolio, value $1,299,964.

    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 4,397 shares
    Change vs previous 13F +11 shares

    0.4% of the 13F portfolio, value $1,093,319.

    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 4,386 shares
    Change vs previous 13F -19 shares

    0.37% of the 13F portfolio, value $964,104.

    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 4,405 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $973,911.

    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).