Accretive Wealth Partners, LLC: IBDY position timeline

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

Accretive Wealth Partners, LLC held 10,387 IBDY 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 10,387 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $267,413.
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 10,387 shares
Change vs previous 13F -1,000 shares
0.08% of the 13F portfolio, value $268,504.
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).
period ended2025-12-31
13F 11,387 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $297,656.
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).
period ended2025-09-30
13F 11,387 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $298,681.
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).
period ended2025-06-30
13F 11,387 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $294,980.
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).