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Accelerate Investment Advisors LLC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accelerate Investment Advisors LLC on PTY, newest first. How the timeline and the estimate are built.

Accelerate Investment Advisors LLC held 41,131 PTY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,131 shares
    Change vs previous 13F -3,321 shares

    0.28% of the 13F portfolio, value $494,807.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment Advisors LLC
    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 44,452 shares
    Change vs previous 13F +15,802 shares

    0.36% of the 13F portfolio, value $536,097.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment Advisors LLC
    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 28,650 shares
    Change vs previous 13F -22,329 shares

    0.25% of the 13F portfolio, value $369,582.

    13F-HR 0001213900-26-003124 filed by Accelerate Investment Advisors LLC
    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 50,979 shares
    Change vs previous 13F +12,486 shares

    0.5% of the 13F portfolio, value $736,142.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment Advisors LLC
    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 38,493 shares
    Change vs previous 13F +12,556 shares

    0.4% of the 13F portfolio, value $535,437.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment Advisors LLC
    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 25,937 shares
    Change vs previous 13F +11,421 shares

    0.31% of the 13F portfolio, value $375,049.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment Advisors LLC
    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 14,516 shares
    Change vs previous 13F +799 shares

    0.18% of the 13F portfolio, value $208,601.

    13F-HR 0001213900-25-002953 filed by Accelerate Investment Advisors LLC
    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 13,717 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $197,384.

    13F-HR 0001213900-24-087355 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).