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Disclosery

Accel Wealth Management: QYLD position timeline

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

Accel Wealth Management held 16,066 QYLD 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 16,066 shares
    Change vs previous 13F -3,841 shares

    0.07% of the 13F portfolio, value $296,091.

    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 19,907 shares
    Change vs previous 13F -114,169 shares

    0.09% of the 13F portfolio, value $341,397.

    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 134,076 shares
    Change vs previous 13F -10,520 shares

    0.65% of the 13F portfolio, value $2,369,129.

    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 144,596 shares
    Change vs previous 13F -12,889 shares

    0.72% of the 13F portfolio, value $2,459,575.

    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 157,485 shares
    Change vs previous 13F -1,134 shares

    0.88% of the 13F portfolio, value $2,633,149.

    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 158,619 shares
    Change vs previous 13F -1,717 shares

    0.95% of the 13F portfolio, value $2,637,834.

    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 160,336 shares
    Change vs previous 13F -11,134 shares

    1.11% of the 13F portfolio, value $2,921,328.

    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 171,470 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,093,328.

    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).