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Disclosery

Accel Wealth Management: MSFT position timeline

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

Accel Wealth Management held 9,394 MSFT 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 9,394 shares
    Change vs previous 13F -101 shares

    0.79% of the 13F portfolio, value $3,504,226.

    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 9,495 shares
    Change vs previous 13F -115 shares

    0.92% of the 13F portfolio, value $3,514,845.

    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 9,610 shares
    Change vs previous 13F -18 shares

    1.27% of the 13F portfolio, value $4,647,628.

    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 9,628 shares
    Change vs previous 13F -105 shares

    1.45% of the 13F portfolio, value $4,986,789.

    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 9,733 shares
    Change vs previous 13F +203 shares

    1.62% of the 13F portfolio, value $4,841,282.

    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 9,530 shares
    Change vs previous 13F -64 shares

    1.29% of the 13F portfolio, value $3,577,299.

    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 9,594 shares
    Change vs previous 13F -77 shares

    1.53% of the 13F portfolio, value $4,043,974.

    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 9,671 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,161,288.

    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).