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Accel Wealth Management: VYM position timeline

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

Accel Wealth Management held 39,373 VYM 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 39,373 shares
    Change vs previous 13F +211 shares

    1.4% of the 13F portfolio, value $6,222,041.

    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 39,162 shares
    Change vs previous 13F -89 shares

    1.51% of the 13F portfolio, value $5,799,925.

    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 39,251 shares
    Change vs previous 13F -314 shares

    1.54% of the 13F portfolio, value $5,633,303.

    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 39,565 shares
    Change vs previous 13F -558 shares

    1.62% of the 13F portfolio, value $5,576,749.

    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 40,123 shares
    Change vs previous 13F -66 shares

    1.79% of the 13F portfolio, value $5,348,732.

    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 40,189 shares
    Change vs previous 13F -3,162 shares

    1.87% of the 13F portfolio, value $5,182,742.

    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 43,351 shares
    Change vs previous 13F -1,817 shares

    2.1% of the 13F portfolio, value $5,531,216.

    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 45,168 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,790,596.

    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).