Accel Wealth Management
CIK
0001838226
City
WAVERLY
State / Country
IA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,483,307 | 502,582 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $6,792,604 | 470,402 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $6,040,904 | 434,285 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $6,149,129 | 425,251 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $5,697,015 | 396,452 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $5,278,309 | 366,804 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $4,528,614 | 316,465 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $4,334,768 | 291,511 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $3,383,879 | 255,580 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $3,255,122 | 249,053 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $2,975,574 | 212,541 | Shares | Sole | 2023-07-24 |
| 2023-03-31 | $2,385,174 | 191,273 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $2,014,449 | 167,731 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $1,898,647 | 161,587 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $1,999,110 | 159,801 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $2,408,246 | 156,889 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $2,607,795 | 157,666 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $2,505,419 | 136,983 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $2,085,015 | 105,357 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $1,752,494 | 95,922 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $1,624,921 | 91,032 | Shares | Sole | 2021-01-27 |