Skip to main content
Livermore
Livermore
ZHEN

Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

C holding history

Citigroup Inc in every 13F filed by Accel Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
5,381
Value
$753.1K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of C by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,381$753.1K0.2%−165−3.0%ReducedHolders
Q1 20265,546$629.0K0.2%+1,386+33.3%AddedHolders
Q4 20254,160$485.5K0.1%+437+11.7%AddedHolders
Q3 20253,723$377.9K0.1%−92−2.4%ReducedHolders
Q2 20253,815$324.7K0.1%−177−4.4%ReducedHolders
Q1 20253,992$283.4K0.1%−588−12.8%ReducedHolders
Q4 20244,580$322.4K0.1%−79−1.7%ReducedHolders
Q3 20244,659$291.6K0.1%−231−4.7%ReducedHolders
Q2 20244,890$310.3K0.1%−29−0.6%ReducedHolders
Q1 20244,919$311.1K0.1%+185+3.9%AddedHolders
Q4 20234,734$243.5K0.1%+4,734NewHolders
Q3 20230$00.0%−4,421−100.0%Sold outHolders
Q2 20234,421$203.6K0.1%+1,106+33.4%AddedHolders
Q1 20233,315$155.5K0.1%−279−7.8%ReducedHolders
Q4 20223,594$162.6K0.1%−228−6.0%ReducedHolders
Q3 20223,822$170.0K0.1%−33−0.9%ReducedHolders
Q2 20223,855$193.0K0.1%+1,108+40.3%AddedHolders
Q1 20222,747$144.0K0.1%+10.0%AddedHolders
Q4 20212,746$166.0K0.1%−23−0.8%ReducedHolders
Q3 20212,769$194.0K0.1%+7+0.3%AddedHolders
Q2 20212,762$195.0K0.1%+211+8.3%AddedHolders
Q1 20212,551$186.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.