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Disclosery

Accel Wealth Management: WPC position timeline

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

Accel Wealth Management held 9,831 WPC 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 9,831 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $702,903.

    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 9,997 shares
    Change vs previous 13F +76 shares

    0.18% of the 13F portfolio, value $679,420.

    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 9,921 shares
    Change vs previous 13F -322 shares

    0.17% of the 13F portfolio, value $638,500.

    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 10,243 shares
    Change vs previous 13F +83 shares

    0.2% of the 13F portfolio, value $692,106.

    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 10,160 shares
    Change vs previous 13F -184 shares

    0.21% of the 13F portfolio, value $633,811.

    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 10,344 shares
    Change vs previous 13F +154 shares

    0.24% of the 13F portfolio, value $652,824.

    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 10,190 shares
    Change vs previous 13F +140 shares

    0.21% of the 13F portfolio, value $555,168.

    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 10,050 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $626,087.

    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).