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Disclosery

Accel Wealth Management: SDVY position timeline

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

Accel Wealth Management held 68,241 SDVY 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 68,241 shares
    Change vs previous 13F +7,016 shares

    0.66% of the 13F portfolio, value $2,943,920.

    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 61,225 shares
    Change vs previous 13F +9,324 shares

    0.63% of the 13F portfolio, value $2,414,118.

    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 51,901 shares
    Change vs previous 13F +12,870 shares

    0.54% of the 13F portfolio, value $1,988,844.

    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 39,031 shares
    Change vs previous 13F +25,969 shares

    0.43% of the 13F portfolio, value $1,483,949.

    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 13,062 shares
    Change vs previous 13F +1,454 shares

    0.15% of the 13F portfolio, value $460,826.

    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 11,608 shares
    Change vs previous 13F +204 shares

    0.14% of the 13F portfolio, value $388,868.

    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 11,404 shares
    Change vs previous 13F +2,940 shares

    0.16% of the 13F portfolio, value $408,828.

    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 8,464 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $307,936.

    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).