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Accel Wealth Management: XHB position timeline

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

Accel Wealth Management held 5,976 XHB 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 5,976 shares
    Change vs previous 13F -2,455 shares

    0.16% of the 13F portfolio, value $690,572.

    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 8,431 shares
    Change vs previous 13F -115 shares

    0.22% of the 13F portfolio, value $832,353.

    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 8,546 shares
    Change vs previous 13F +771 shares

    0.24% of the 13F portfolio, value $879,897.

    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 7,775 shares
    Change vs previous 13F +878 shares

    0.25% of the 13F portfolio, value $861,504.

    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 6,897 shares
    Change vs previous 13F -79 shares

    0.23% of the 13F portfolio, value $679,842.

    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 6,976 shares
    Change vs previous 13F +1,619 shares

    0.24% of the 13F portfolio, value $676,023.

    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 5,357 shares
    Change vs previous 13F +2,400 shares

    0.21% of the 13F portfolio, value $559,847.

    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 2,957 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $368,309.

    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).