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Accretive Wealth Partners, LLC: IBTG position timeline

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

Accretive Wealth Partners, LLC held 183,636 IBTG 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 183,636 shares
    Change vs previous 13F +30,392 shares

    1.02% of the 13F portfolio, value $4,203,428.

    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 153,244 shares
    Change vs previous 13F +5,014 shares

    0.99% of the 13F portfolio, value $3,511,587.

    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 148,230 shares
    Change vs previous 13F +4,748 shares

    1.01% of the 13F portfolio, value $3,390,762.

    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).

  4. period ended2025-09-30
    13F 143,482 shares
    Change vs previous 13F +2,978 shares

    1% of the 13F portfolio, value $3,292,912.

    13F-HR 0001765380-25-000441 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).

  5. period ended2025-06-30
    13F 140,504 shares
    Change vs previous 13F +9,192 shares

    1.06% of the 13F portfolio, value $3,221,757.

    13F-HR 0001765380-25-000269 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).

  6. period ended2025-03-31
    13F 131,312 shares
    Change vs previous 13F +27,900 shares

    1.06% of the 13F portfolio, value $3,004,419.

    13F-HR 0001765380-25-000175 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).

  7. period ended2024-12-31
    13F 103,412 shares
    Change vs previous 13F +967 shares

    1% of the 13F portfolio, value $2,358,828.

    13F-HR 0001765380-25-000023 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).

  8. period ended2024-09-30
    13F 102,445 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,362,894.

    13F-HR 0001765380-24-000417 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).