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Accretive Wealth Partners, LLC: IBTK position timeline

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

Accretive Wealth Partners, LLC held 211,769 IBTK 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 211,769 shares
    Change vs previous 13F +40,741 shares

    1.01% of the 13F portfolio, value $4,137,966.

    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 171,028 shares
    Change vs previous 13F -1,158 shares

    0.95% of the 13F portfolio, value $3,372,672.

    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 172,186 shares
    Change vs previous 13F +5,131 shares

    1.01% of the 13F portfolio, value $3,417,032.

    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 167,055 shares
    Change vs previous 13F +3,582 shares

    1.01% of the 13F portfolio, value $3,320,219.

    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 163,473 shares
    Change vs previous 13F +7,500 shares

    1.06% of the 13F portfolio, value $3,243,304.

    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 155,973 shares
    Change vs previous 13F +32,693 shares

    1.08% of the 13F portfolio, value $3,067,989.

    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 123,280 shares
    Change vs previous 13F +1,496 shares

    1% of the 13F portfolio, value $2,366,101.

    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 121,784 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,441,161.

    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).