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Accretive Wealth Partners, LLC: IBTL position timeline

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

Accretive Wealth Partners, LLC held 205,085 IBTL 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 205,085 shares
    Change vs previous 13F +39,473 shares

    1.01% of the 13F portfolio, value $4,140,666.

    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 165,612 shares
    Change vs previous 13F -2,997 shares

    0.95% of the 13F portfolio, value $3,378,303.

    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 168,609 shares
    Change vs previous 13F +4,943 shares

    1.03% of the 13F portfolio, value $3,460,700.

    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 163,666 shares
    Change vs previous 13F +3,464 shares

    1.03% of the 13F portfolio, value $3,366,610.

    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 160,202 shares
    Change vs previous 13F +9,152 shares

    1.08% of the 13F portfolio, value $3,284,141.

    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 151,050 shares
    Change vs previous 13F +31,842 shares

    1.08% of the 13F portfolio, value $3,067,826.

    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 119,208 shares
    Change vs previous 13F +1,491 shares

    1% of the 13F portfolio, value $2,360,318.

    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 117,717 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,450,868.

    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).