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Disclosery

Accel Wealth Management: PTY position timeline

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

Accel Wealth Management held 448,727 PTY 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 448,727 shares
    Change vs previous 13F -55,669 shares

    1.21% of the 13F portfolio, value $5,398,189.

    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 504,396 shares
    Change vs previous 13F +1,814 shares

    1.59% of the 13F portfolio, value $6,083,017.

    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 502,582 shares
    Change vs previous 13F +32,180 shares

    1.77% of the 13F portfolio, value $6,483,308.

    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 470,402 shares
    Change vs previous 13F +36,117 shares

    1.98% of the 13F portfolio, value $6,792,600.

    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 434,285 shares
    Change vs previous 13F +9,034 shares

    2.02% of the 13F portfolio, value $6,040,909.

    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 425,251 shares
    Change vs previous 13F +28,799 shares

    2.22% of the 13F portfolio, value $6,149,123.

    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 396,452 shares
    Change vs previous 13F +29,648 shares

    2.16% of the 13F portfolio, value $5,697,022.

    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 366,804 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,278,310.

    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).