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Disclosery

Accel Wealth Management: ISPY position timeline

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

Accel Wealth Management held 37,230 ISPY 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 37,230 shares
    Change vs previous 13F -14,760 shares

    0.4% of the 13F portfolio, value $1,794,114.

    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 51,990 shares
    Change vs previous 13F -12,032 shares

    0.59% of the 13F portfolio, value $2,253,776.

    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 64,022 shares
    Change vs previous 13F +20,645 shares

    0.8% of the 13F portfolio, value $2,921,306.

    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 43,377 shares
    Change vs previous 13F +22,947 shares

    0.57% of the 13F portfolio, value $1,956,729.

    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 20,430 shares
    Change vs previous 13F +3,366 shares

    0.29% of the 13F portfolio, value $866,835.

    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 17,064 shares
    Change vs previous 13F +8,506 shares

    0.26% of the 13F portfolio, value $718,225.

    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 8,558 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $379,035.

    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).