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Disclosery

Accel Wealth Management: XISE position timeline

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

Accel Wealth Management held 18,785 XISE 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 18,785 shares
    Change vs previous 13F -2,686 shares

    0.13% of the 13F portfolio, value $572,478.

    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 21,471 shares
    Change vs previous 13F -1,719 shares

    0.17% of the 13F portfolio, value $643,485.

    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 23,190 shares
    Change vs previous 13F -4,768 shares

    0.19% of the 13F portfolio, value $704,984.

    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 27,958 shares
    Change vs previous 13F -1,566 shares

    0.25% of the 13F portfolio, value $845,015.

    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 29,524 shares
    Change vs previous 13F -536 shares

    0.3% of the 13F portfolio, value $898,659.

    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 30,060 shares
    Change vs previous 13F -940 shares

    0.33% of the 13F portfolio, value $903,332.

    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 31,000 shares
    Change vs previous 13F +3,941 shares

    0.36% of the 13F portfolio, value $938,841.

    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 27,059 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $818,278.

    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).