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Accretive Wealth Partners, LLC: IJS position timeline

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

Accretive Wealth Partners, LLC held 62,513 IJS 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 62,513 shares
    Change vs previous 13F +4,365 shares

    2.08% of the 13F portfolio, value $8,544,226.

    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 58,148 shares
    Change vs previous 13F +1,176 shares

    1.95% of the 13F portfolio, value $6,887,587.

    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 56,972 shares
    Change vs previous 13F -121 shares

    1.92% of the 13F portfolio, value $6,478,814.

    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 57,093 shares
    Change vs previous 13F +1,146 shares

    1.93% of the 13F portfolio, value $6,313,945.

    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 55,947 shares
    Change vs previous 13F +1,917 shares

    1.83% of the 13F portfolio, value $5,566,194.

    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 54,030 shares
    Change vs previous 13F +5,710 shares

    1.76% of the 13F portfolio, value $4,991,316.

    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 48,320 shares
    Change vs previous 13F -97 shares

    2.23% of the 13F portfolio, value $5,248,064.

    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 48,417 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,212,534.

    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).