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Accretive Wealth Partners, LLC: IBTH position timeline

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

Accretive Wealth Partners, LLC held 195,308 IBTH 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 195,308 shares
    Change vs previous 13F +34,613 shares

    1.06% of the 13F portfolio, value $4,369,040.

    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 160,695 shares
    Change vs previous 13F +7,539 shares

    1.02% of the 13F portfolio, value $3,604,389.

    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 153,156 shares
    Change vs previous 13F +5,040 shares

    1.02% of the 13F portfolio, value $3,441,415.

    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 148,116 shares
    Change vs previous 13F +3,138 shares

    1.02% of the 13F portfolio, value $3,335,572.

    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 144,978 shares
    Change vs previous 13F +9,391 shares

    1.07% of the 13F portfolio, value $3,260,555.

    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 135,587 shares
    Change vs previous 13F +28,791 shares

    1.07% of the 13F portfolio, value $3,039,183.

    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 106,796 shares
    Change vs previous 13F +1,388 shares

    1.01% of the 13F portfolio, value $2,370,519.

    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 105,408 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,385,911.

    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).