Accretive Wealth Partners, LLC: AMT position timeline

Accretive Wealth Partners, LLC held 0 AMT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,354 shares

   13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,354 shares

   Change vs previous 13F +63 shares

   0.32% of the 13F portfolio, value $962,420.

   13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 4,291 shares

   Change vs previous 13F +145 shares

   0.34% of the 13F portfolio, value $960,469.

   13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 4,146 shares

   Change vs previous 13F -311 shares

   0.32% of the 13F portfolio, value $760,500.

   13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,457 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $1,036,624.

   13F-HR 0001765380-24-000417 filed by Accretive Wealth Partners, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).