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Disclosery

Accel Wealth Management: XMLV position timeline

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

Accel Wealth Management held 6,241 XMLV 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 6,241 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $413,979.

    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 6,210 shares
    Change vs previous 13F +125 shares

    0.1% of the 13F portfolio, value $391,032.

    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 6,085 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $379,515.

    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 6,163 shares
    Change vs previous 13F -35 shares

    0.11% of the 13F portfolio, value $391,711.

    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 6,198 shares
    Change vs previous 13F +292 shares

    0.13% of the 13F portfolio, value $382,228.

    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 5,906 shares
    Change vs previous 13F -284 shares

    0.13% of the 13F portfolio, value $364,534.

    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 6,190 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $376,490.

    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 6,163 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $376,214.

    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).