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Disclosery

Accel Wealth Management: IBOT position timeline

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

Accel Wealth Management held 14,667 IBOT 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 14,667 shares
    Change vs previous 13F +3,420 shares

    0.23% of the 13F portfolio, value $1,008,673.

    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 11,247 shares
    Change vs previous 13F +1,380 shares

    0.16% of the 13F portfolio, value $597,894.

    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 9,867 shares
    Change vs previous 13F +800 shares

    0.14% of the 13F portfolio, value $519,498.

    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 9,067 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $452,791.

    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).