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Disclosery

Accel Wealth Management: RDVI position timeline

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

Accel Wealth Management held 155,662 RDVI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 155,662 shares
    Change vs previous 13F +14,632 shares

    0.93% of the 13F portfolio, value $4,339,864.

    13F-HR 0001838226-26-000006 filed by Accel Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,030 shares
    Change vs previous 13F +46,353 shares

    0.93% of the 13F portfolio, value $4,146,293.

    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).

  3. period ended2026-03-31
    13F 94,677 shares
    Change vs previous 13F +81,360 shares

    0.63% of the 13F portfolio, value $2,419,000.

    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).

  4. period ended2025-12-31
    13F 13,317 shares
    Change vs previous 13F -595 shares

    0.1% of the 13F portfolio, value $349,432.

    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).

  5. period ended2025-09-30
    13F 13,912 shares
    Change vs previous 13F +1,560 shares

    0.1% of the 13F portfolio, value $359,629.

    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).

  6. period ended2025-06-30
    13F 12,352 shares
    Change vs previous 13F +541 shares

    0.1% of the 13F portfolio, value $305,224.

    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).

  7. period ended2025-03-31
    13F 11,811 shares
    Change vs previous 13F +735 shares

    0.1% of the 13F portfolio, value $280,149.

    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).

  8. period ended2024-12-31
    13F 11,076 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $268,476.

    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).