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Accretive Wealth Partners, LLC: IJT position timeline

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

Accretive Wealth Partners, LLC held 41,610 IJT 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 41,610 shares
    Change vs previous 13F +3,454 shares

    1.81% of the 13F portfolio, value $7,431,535.

    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 38,156 shares
    Change vs previous 13F +879 shares

    1.56% of the 13F portfolio, value $5,521,546.

    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 37,277 shares
    Change vs previous 13F -527 shares

    1.56% of the 13F portfolio, value $5,262,013.

    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 37,804 shares
    Change vs previous 13F +733 shares

    1.63% of the 13F portfolio, value $5,349,316.

    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 37,071 shares
    Change vs previous 13F +1,223 shares

    1.62% of the 13F portfolio, value $4,931,973.

    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 35,848 shares
    Change vs previous 13F +3,954 shares

    1.57% of the 13F portfolio, value $4,436,234.

    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 31,894 shares
    Change vs previous 13F +31 shares

    1.83% of the 13F portfolio, value $4,317,539.

    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 31,863 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,444,562.

    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).