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Accretive Wealth Partners, LLC: FCN position timeline

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

Accretive Wealth Partners, LLC held 6,107 FCN 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 6,107 shares
    Change vs previous 13F -583 shares

    0.22% of the 13F portfolio, value $910,004.

    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 6,690 shares
    Change vs previous 13F -32 shares

    0.33% of the 13F portfolio, value $1,182,591.

    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).

  3. period ended2025-12-31
    13F 6,722 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,148,319.

    13F-HR 0001765380-26-000045 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).