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Disclosery

Accel Wealth Management: IYK position timeline

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

Accel Wealth Management held 5,697 IYK 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 5,697 shares
    Change vs previous 13F -769 shares

    0.09% of the 13F portfolio, value $413,932.

    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 6,466 shares
    Change vs previous 13F -790 shares

    0.12% of the 13F portfolio, value $452,782.

    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 7,256 shares
    Change vs previous 13F -1,431 shares

    0.13% of the 13F portfolio, value $485,545.

    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 8,687 shares
    Change vs previous 13F -2,782 shares

    0.17% of the 13F portfolio, value $594,087.

    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 11,469 shares
    Change vs previous 13F +208 shares

    0.27% of the 13F portfolio, value $808,317.

    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 11,261 shares
    Change vs previous 13F -585 shares

    0.29% of the 13F portfolio, value $805,915.

    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 11,846 shares
    Change vs previous 13F +402 shares

    0.29% of the 13F portfolio, value $777,008.

    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 11,444 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $807,633.

    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).