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Disclosery

Accel Wealth Management: SPYI position timeline

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

Accel Wealth Management held 10,769 SPYI 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 10,769 shares
    Change vs previous 13F -1,236 shares

    0.13% of the 13F portfolio, value $571,725.

    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 12,005 shares
    Change vs previous 13F -432 shares

    0.15% of the 13F portfolio, value $592,664.

    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 12,437 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $653,338.

    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).