Accel Wealth Management

Position in V — Visa Inc.

CIK 1838226 WAVERLY, IA

Position in V

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$428,862

+$5,122 QoQ

Shares Held

1,250

-10.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,645

of 4,501 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $1,549,836 across 5 Credit Services names. V ranks #1 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,250	$428,862
2	AXP	American Express Co	1,009	$341,294
3	MA	Mastercard Inc	638	$327,676
4	COF	Capital One Financial Corp	1,539	$308,754
5	WU	Western Union CO	18,604	$143,250

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,862	1,250	-10.8%	Shares	Sole	2026-07-10
2026-03-31	$423,740	1,402	-2.6%	Shares	Sole	2026-04-08
2025-12-31	$504,671	1,439	+3.5%	Shares	Sole	2026-01-20
2025-09-30	$474,518	1,390	+0.7%	Shares	Sole	2025-10-08
2025-06-30	$489,969	1,380	-0.4%	Shares	Sole	2025-07-22
2025-03-31	$485,737	1,386	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$438,347	1,387	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$379,980	1,382	+0.7%	Shares	Sole	2024-10-15
2024-06-30	$360,108	1,372	+52.3%	Shares	Sole	2024-07-12
2024-03-31	$251,451	901	+12.5%	Shares	Sole	2024-04-19
2023-12-31	$208,540	801	+55.5%	Shares	Sole	2024-01-18
2023-03-31	$116,111	515	0.0%	Shares	Sole	2023-04-20
2022-12-31	$106,996	515	0.0%	Shares	Sole	2023-01-26
2022-09-30	$91,489	515	-28.3%	Shares	Sole	2022-10-12
2022-06-30	$141,367	718	-6.0%	Shares	Sole	2022-08-03
2022-03-31	$169,432	764	+0.1%	Shares	Sole	2022-04-29
2021-12-31	$165,349	763	+71.1%	Shares	Sole	2022-01-18
2021-09-30	$99,346	446	-10.3%	Shares	Sole	2021-11-04
2021-06-30	$116,208	497	-24.4%	Shares	Sole	2021-08-03
2021-03-31	$139,106	657	+24.2%	Shares	Sole	2021-05-10
2020-12-31	$115,708	529	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.