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Accretive Wealth Partners, LLC: IBTJ position timeline

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

Accretive Wealth Partners, LLC held 201,935 IBTJ 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 201,935 shares
    Change vs previous 13F +36,777 shares

    1.06% of the 13F portfolio, value $4,371,893.

    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 165,158 shares
    Change vs previous 13F +10,467 shares

    1.02% of the 13F portfolio, value $3,607,546.

    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 154,691 shares
    Change vs previous 13F +3,984 shares

    1.01% of the 13F portfolio, value $3,394,695.

    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 150,707 shares
    Change vs previous 13F +3,231 shares

    1.01% of the 13F portfolio, value $3,308,773.

    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 147,476 shares
    Change vs previous 13F +6,791 shares

    1.06% of the 13F portfolio, value $3,232,674.

    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 140,685 shares
    Change vs previous 13F +29,729 shares

    1.08% of the 13F portfolio, value $3,064,119.

    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 110,956 shares
    Change vs previous 13F +1,392 shares

    1% of the 13F portfolio, value $2,366,281.

    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 109,564 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,421,913.

    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).