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Accel Wealth Management: VPU position timeline

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

Accel Wealth Management held 10,764 VPU 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 10,764 shares
    Change vs previous 13F +411 shares

    0.47% of the 13F portfolio, value $2,106,894.

    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 10,353 shares
    Change vs previous 13F +661 shares

    0.54% of the 13F portfolio, value $2,051,304.

    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 9,692 shares
    Change vs previous 13F -182 shares

    0.49% of the 13F portfolio, value $1,793,319.

    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 9,874 shares
    Change vs previous 13F +262 shares

    0.54% of the 13F portfolio, value $1,870,193.

    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 9,612 shares
    Change vs previous 13F -23 shares

    0.57% of the 13F portfolio, value $1,696,623.

    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 9,635 shares
    Change vs previous 13F -426 shares

    0.59% of the 13F portfolio, value $1,645,694.

    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 10,061 shares
    Change vs previous 13F +158 shares

    0.62% of the 13F portfolio, value $1,644,177.

    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 9,903 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,723,571.

    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).