Position in MA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$327,676
+$30,878 QoQ
Shares Held
638
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,876
of 3,563 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Accel Wealth Management holds $1,549,836 across 5 Credit Services names. MA ranks #3 (21.1% of the industry book) .
All Filings in MA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,676 | 638 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $296,798 | 594 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $364,792 | 639 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $366,313 | 644 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $370,880 | 660 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367,788 | 671 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $332,792 | 632 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $284,922 | 577 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,667 | 575 | Shares | Sole | 2024-07-12 | |
| 2023-03-31 | $67,230 | 185 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $64,330 | 185 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $52,602 | 185 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $124,930 | 396 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $141,165 | 395 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $141,931 | 395 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $63,277 | 182 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $67,541 | 185 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $101,474 | 285 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $101,727 | 285 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||