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Accretive Wealth Partners, LLC: IJH position timeline

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

Accretive Wealth Partners, LLC held 301,937 IJH 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 301,937 shares
    Change vs previous 13F +32,637 shares

    5.66% of the 13F portfolio, value $23,282,362.

    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 269,300 shares
    Change vs previous 13F +7,566 shares

    5.14% of the 13F portfolio, value $18,185,829.

    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 261,734 shares
    Change vs previous 13F +3,015 shares

    5.13% of the 13F portfolio, value $17,274,444.

    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 258,719 shares
    Change vs previous 13F +6,055 shares

    5.15% of the 13F portfolio, value $16,884,014.

    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 252,664 shares
    Change vs previous 13F +7,082 shares

    5.14% of the 13F portfolio, value $15,670,233.

    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 245,582 shares
    Change vs previous 13F +32,576 shares

    5.04% of the 13F portfolio, value $14,263,413.

    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 213,006 shares
    Change vs previous 13F +636 shares

    5.63% of the 13F portfolio, value $13,272,415.

    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 212,370 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $13,234,898.

    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).