Accretive Wealth Partners, LLC: DFAT position timeline

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

Accretive Wealth Partners, LLC held 2,951 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 2,951 shares
Change vs previous 13F -1,365 shares
0.05% of the 13F portfolio, value $206,299.
13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,316 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $269,540.
13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).