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Disclosery

Accel Wealth Management: XLF position timeline

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

Accel Wealth Management held 37,174 XLF 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 37,174 shares
    Change vs previous 13F -1,517 shares

    0.45% of the 13F portfolio, value $1,992,900.

    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 38,691 shares
    Change vs previous 13F +402 shares

    0.5% of the 13F portfolio, value $1,910,169.

    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 38,289 shares
    Change vs previous 13F -2,144 shares

    0.57% of the 13F portfolio, value $2,097,115.

    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 40,433 shares
    Change vs previous 13F +1,229 shares

    0.63% of the 13F portfolio, value $2,178,150.

    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 39,204 shares
    Change vs previous 13F +909 shares

    0.69% of the 13F portfolio, value $2,053,099.

    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 38,295 shares
    Change vs previous 13F +1,646 shares

    0.69% of the 13F portfolio, value $1,907,465.

    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 36,649 shares
    Change vs previous 13F +2,779 shares

    0.67% of the 13F portfolio, value $1,771,231.

    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 33,870 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,534,989.

    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).