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Accretive Wealth Partners, LLC: IBTP position timeline

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

Accretive Wealth Partners, LLC held 159,662 IBTP 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 159,662 shares
    Change vs previous 13F +31,463 shares

    0.99% of the 13F portfolio, value $4,053,004.

    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 128,199 shares
    Change vs previous 13F -446 shares

    0.93% of the 13F portfolio, value $3,285,740.

    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 128,645 shares
    Change vs previous 13F +4,146 shares

    0.99% of the 13F portfolio, value $3,320,263.

    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 124,499 shares
    Change vs previous 13F +3,103 shares

    0.98% of the 13F portfolio, value $3,225,769.

    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 121,396 shares
    Change vs previous 13F +5,602 shares

    1.02% of the 13F portfolio, value $3,120,581.

    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 115,794 shares
    Change vs previous 13F +26,022 shares

    1.04% of the 13F portfolio, value $2,946,807.

    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 89,772 shares
    Change vs previous 13F +1,614 shares

    0.95% of the 13F portfolio, value $2,228,141.

    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 88,158 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,329,020.

    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).