Skip to content
Disclosery

Accel Wealth Management: XEVTX position timeline

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

Accel Wealth Management held 74,654 XEVTX 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 74,654 shares
    Change vs previous 13F -7,977 shares

    0.47% of the 13F portfolio, value $2,066,414.

    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 82,631 shares
    Change vs previous 13F -649 shares

    0.53% of the 13F portfolio, value $2,028,582.

    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 83,280 shares
    Change vs previous 13F -12,639 shares

    0.57% of the 13F portfolio, value $2,096,998.

    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 95,919 shares
    Change vs previous 13F -12,722 shares

    0.68% of the 13F portfolio, value $2,345,223.

    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 108,641 shares
    Change vs previous 13F -1,402 shares

    0.87% of the 13F portfolio, value $2,618,243.

    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 110,043 shares
    Change vs previous 13F -5,747 shares

    0.93% of the 13F portfolio, value $2,560,710.

    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 115,790 shares
    Change vs previous 13F -3,579 shares

    1.06% of the 13F portfolio, value $2,784,754.

    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 119,369 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,947,209.

    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).