Accel Wealth Management
CIK
0001838226
City
WAVERLY
State / Country
IA
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $554,148 | 68,329 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $579,453 | 70,665 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $588,796 | 73,416 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $581,637 | 73,070 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $609,763 | 77,578 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $650,813 | 80,646 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $616,999 | 82,597 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $604,815 | 84,119 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $560,904 | 82,974 | Shares | Sole | 2024-01-18 |
| 2023-03-31 | $20,069 | 3,050 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $22,204 | 3,050 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $21,197 | 3,050 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $23,332 | 3,050 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $26,169 | 3,050 | Shares | Sole | 2022-04-29 |