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Disclosery

Accel Wealth Management: VMBS position timeline

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

Accel Wealth Management held 29,933 VMBS 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 29,933 shares
    Change vs previous 13F +7,984 shares

    0.32% of the 13F portfolio, value $1,401,161.

    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 21,949 shares
    Change vs previous 13F +2,515 shares

    0.27% of the 13F portfolio, value $1,030,525.

    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 19,434 shares
    Change vs previous 13F -2,258 shares

    0.25% of the 13F portfolio, value $914,949.

    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 21,692 shares
    Change vs previous 13F -699 shares

    0.3% of the 13F portfolio, value $1,018,635.

    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 22,391 shares
    Change vs previous 13F +879 shares

    0.35% of the 13F portfolio, value $1,037,587.

    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 21,512 shares
    Change vs previous 13F -1,461 shares

    0.36% of the 13F portfolio, value $996,236.

    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 22,973 shares
    Change vs previous 13F +3,739 shares

    0.39% of the 13F portfolio, value $1,041,599.

    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 19,234 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $908,038.

    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).