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Accel Wealth Management: UTF position timeline

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

Accel Wealth Management held 66,098 UTF 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 66,098 shares
    Change vs previous 13F -6,994 shares

    0.41% of the 13F portfolio, value $1,823,633.

    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 73,092 shares
    Change vs previous 13F -3,849 shares

    0.49% of the 13F portfolio, value $1,891,608.

    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 76,941 shares
    Change vs previous 13F -8,209 shares

    0.51% of the 13F portfolio, value $1,855,055.

    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 85,150 shares
    Change vs previous 13F -2,258 shares

    0.61% of the 13F portfolio, value $2,111,718.

    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 87,408 shares
    Change vs previous 13F -1,027 shares

    0.79% of the 13F portfolio, value $2,355,633.

    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 88,435 shares
    Change vs previous 13F -1,257 shares

    0.82% of the 13F portfolio, value $2,259,511.

    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 89,692 shares
    Change vs previous 13F -2,945 shares

    0.82% of the 13F portfolio, value $2,156,190.

    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 92,637 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,411,336.

    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).