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Disclosery

Accel Wealth Management: ITA position timeline

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

Accel Wealth Management held 30,190 ITA 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 30,190 shares
    Change vs previous 13F +1,381 shares

    1.65% of the 13F portfolio, value $7,318,712.

    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 28,809 shares
    Change vs previous 13F +2,559 shares

    1.64% of the 13F portfolio, value $6,301,991.

    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 26,250 shares
    Change vs previous 13F +2,755 shares

    1.54% of the 13F portfolio, value $5,635,610.

    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 23,495 shares
    Change vs previous 13F +4,742 shares

    1.43% of the 13F portfolio, value $4,916,542.

    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 18,753 shares
    Change vs previous 13F +670 shares

    1.18% of the 13F portfolio, value $3,537,475.

    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 18,083 shares
    Change vs previous 13F +720 shares

    1% of the 13F portfolio, value $2,768,469.

    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 17,363 shares
    Change vs previous 13F +493 shares

    0.96% of the 13F portfolio, value $2,523,732.

    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 16,870 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,524,497.

    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).