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Accretive Wealth Partners, LLC: IBTI position timeline

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

Accretive Wealth Partners, LLC held 198,458 IBTI 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 198,458 shares
    Change vs previous 13F +35,979 shares

    1.07% of the 13F portfolio, value $4,393,860.

    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 162,479 shares
    Change vs previous 13F +7,771 shares

    1.02% of the 13F portfolio, value $3,620,520.

    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 154,708 shares
    Change vs previous 13F +4,315 shares

    1.03% of the 13F portfolio, value $3,460,045.

    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 150,393 shares
    Change vs previous 13F +3,694 shares

    1.03% of the 13F portfolio, value $3,366,548.

    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 146,699 shares
    Change vs previous 13F +9,467 shares

    1.08% of the 13F portfolio, value $3,280,190.

    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 137,232 shares
    Change vs previous 13F +29,052 shares

    1.08% of the 13F portfolio, value $3,055,471.

    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 108,180 shares
    Change vs previous 13F +1,368 shares

    1.01% of the 13F portfolio, value $2,369,531.

    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 106,812 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,403,825.

    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).