Skip to content
Disclosery

Accretive Wealth Partners, LLC: IBTQ position timeline

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

Accretive Wealth Partners, LLC held 157,881 IBTQ 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 157,881 shares
    Change vs previous 13F +31,911 shares

    0.96% of the 13F portfolio, value $3,960,445.

    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 125,970 shares
    Change vs previous 13F -730 shares

    0.9% of the 13F portfolio, value $3,187,494.

    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 126,700 shares
    Change vs previous 13F +4,730 shares

    0.96% of the 13F portfolio, value $3,228,316.

    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 121,970 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,113,906.

    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).