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Accretive Wealth Partners, LLC: IBDS position timeline

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

Accretive Wealth Partners, LLC held 34,282 IBDS 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 34,282 shares
    Change vs previous 13F +145 shares

    0.2% of the 13F portfolio, value $830,310.

    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 34,137 shares
    Change vs previous 13F +8,430 shares

    0.23% of the 13F portfolio, value $827,481.

    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 25,707 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $624,166.

    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).