Accel Wealth Management

SEC CIK: 0001838226
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco 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.

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of WSO by Accel Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−150−100.0%	Sold out	Holders
Q2 2022	150	$38.0K	<0.1%	+60+66.7%	Added	Holders
Q1 2022	90	$27.0K	<0.1%	+1+1.1%	Added	Holders
Q4 2021	89	$28.0K	<0.1%	+89	New	Holders