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Disclosery

Accel Wealth Management: JAAA position timeline

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

Accel Wealth Management held 86,453 JAAA 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 86,453 shares
    Change vs previous 13F -16,205 shares

    0.98% of the 13F portfolio, value $4,365,002.

    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 102,658 shares
    Change vs previous 13F +16,613 shares

    1.35% of the 13F portfolio, value $5,170,891.

    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 86,045 shares
    Change vs previous 13F -1,836 shares

    1.19% of the 13F portfolio, value $4,352,166.

    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 87,881 shares
    Change vs previous 13F +49,899 shares

    1.3% of the 13F portfolio, value $4,462,590.

    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 37,982 shares
    Change vs previous 13F +4,810 shares

    0.64% of the 13F portfolio, value $1,927,591.

    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 33,172 shares
    Change vs previous 13F +14,479 shares

    0.61% of the 13F portfolio, value $1,682,158.

    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 18,693 shares
    Change vs previous 13F +3,452 shares

    0.36% of the 13F portfolio, value $947,914.

    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 15,241 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $775,478.

    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).