Accretive Wealth Partners, LLC: IBMO position timeline

Accretive Wealth Partners, LLC held 9,034 IBMO 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 9,034 shares

   Change vs previous 13F -1,350 shares

   0.06% of the 13F portfolio, value $231,633.

   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 10,384 shares

   Change vs previous 13F +10,384 shares

   0.08% of the 13F portfolio, value $266,142.

   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 0 shares

   Change vs previous 13F -8,296 shares

   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).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 8,296 shares

   Change vs previous 13F +100 shares

   0.06% of the 13F portfolio, value $212,875.

   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 8,196 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $210,006.

   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).