Skip to content
Disclosery

Accel Wealth Management: PEP position timeline

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

Accel Wealth Management held 13,891 PEP 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 13,891 shares
    Change vs previous 13F -327 shares

    0.42% of the 13F portfolio, value $1,880,805.

    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 14,218 shares
    Change vs previous 13F +125 shares

    0.58% of the 13F portfolio, value $2,207,927.

    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 14,093 shares
    Change vs previous 13F -99 shares

    0.55% of the 13F portfolio, value $2,022,575.

    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 14,192 shares
    Change vs previous 13F -56 shares

    0.58% of the 13F portfolio, value $1,993,185.

    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 14,248 shares
    Change vs previous 13F +597 shares

    0.63% of the 13F portfolio, value $1,881,254.

    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 13,651 shares
    Change vs previous 13F -440 shares

    0.74% of the 13F portfolio, value $2,046,804.

    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 14,091 shares
    Change vs previous 13F +552 shares

    0.81% of the 13F portfolio, value $2,142,610.

    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 13,539 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,302,231.

    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).