Accretive Wealth Partners, LLC: IBDW position timeline

Accretive Wealth Partners, LLC held 13,894 IBDW 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 13,894 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $289,551.

   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).

2. period ended2026-03-31

   13F 13,894 shares

   Change vs previous 13F +1,629 shares

   0.08% of the 13F portfolio, value $290,801.

   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).

3. period ended2025-12-31

   13F 12,265 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $259,405.

   13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,265 shares

   Change vs previous 13F +2,632 shares

   0.08% of the 13F portfolio, value $260,263.

   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).

5. period ended2025-06-30

   13F 9,633 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $202,678.

   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).