Skip to content
Disclosery

Accretive Wealth Partners, LLC: CGCB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accretive Wealth Partners, LLC on CGCB, newest first. How the timeline and the estimate are built.

Accretive Wealth Partners, LLC held 44,545 CGCB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,545 shares
    Change vs previous 13F -7,282 shares

    0.28% of the 13F portfolio, value $1,166,188.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 51,827 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,360,974.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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