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Accretive Wealth Partners, LLC: IBTM position timeline

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

Accretive Wealth Partners, LLC held 182,878 IBTM 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 182,878 shares
    Change vs previous 13F +35,116 shares

    1.01% of the 13F portfolio, value $4,150,417.

    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 147,762 shares
    Change vs previous 13F -712 shares

    0.96% of the 13F portfolio, value $3,388,242.

    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 148,474 shares
    Change vs previous 13F +4,369 shares

    1.02% of the 13F portfolio, value $3,426,038.

    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 144,105 shares
    Change vs previous 13F +3,265 shares

    1.02% of the 13F portfolio, value $3,333,149.

    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 140,840 shares
    Change vs previous 13F +6,256 shares

    1.06% of the 13F portfolio, value $3,243,545.

    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 134,584 shares
    Change vs previous 13F +28,325 shares

    1.08% of the 13F portfolio, value $3,067,169.

    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 106,259 shares
    Change vs previous 13F +1,390 shares

    1% of the 13F portfolio, value $2,358,950.

    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 104,869 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,462,324.

    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).