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Accretive Wealth Partners, LLC: IBTO position timeline

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

Accretive Wealth Partners, LLC held 171,564 IBTO 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 171,564 shares
    Change vs previous 13F +33,033 shares

    1.01% of the 13F portfolio, value $4,140,114.

    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 138,531 shares
    Change vs previous 13F -499 shares

    0.95% of the 13F portfolio, value $3,378,743.

    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 139,030 shares
    Change vs previous 13F +4,115 shares

    1.01% of the 13F portfolio, value $3,413,882.

    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 134,915 shares
    Change vs previous 13F +3,120 shares

    1.01% of the 13F portfolio, value $3,325,655.

    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 131,795 shares
    Change vs previous 13F +5,883 shares

    1.06% of the 13F portfolio, value $3,230,295.

    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 125,912 shares
    Change vs previous 13F +26,675 shares

    1.08% of the 13F portfolio, value $3,052,107.

    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 99,237 shares
    Change vs previous 13F +1,353 shares

    1% of the 13F portfolio, value $2,344,970.

    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 97,884 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,457,770.

    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).