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Disclosery

Accel Wealth Management: VHT position timeline

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

Accel Wealth Management held 5,529 VHT 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 5,529 shares
    Change vs previous 13F -285 shares

    0.37% of the 13F portfolio, value $1,653,171.

    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 5,814 shares
    Change vs previous 13F -14 shares

    0.41% of the 13F portfolio, value $1,583,352.

    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 5,828 shares
    Change vs previous 13F +18 shares

    0.46% of the 13F portfolio, value $1,677,613.

    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 5,810 shares
    Change vs previous 13F -2,163 shares

    0.44% of the 13F portfolio, value $1,508,386.

    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 7,973 shares
    Change vs previous 13F -48 shares

    0.66% of the 13F portfolio, value $1,980,061.

    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 8,021 shares
    Change vs previous 13F -273 shares

    0.77% of the 13F portfolio, value $2,123,319.

    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 8,294 shares
    Change vs previous 13F +231 shares

    0.8% of the 13F portfolio, value $2,104,047.

    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 8,063 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,275,318.

    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).