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Accretive Wealth Partners, LLC: IVV position timeline

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

Accretive Wealth Partners, LLC held 2,339 IVV 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 2,339 shares
    Change vs previous 13F -120 shares

    0.43% of the 13F portfolio, value $1,751,707.

    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 2,459 shares
    Change vs previous 13F -15 shares

    0.45% of the 13F portfolio, value $1,606,290.

    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 2,474 shares
    Change vs previous 13F +443 shares

    0.5% of the 13F portfolio, value $1,694,590.

    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 2,031 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,359,396.

    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 2,031 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,261,092.

    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 2,031 shares
    Change vs previous 13F +131 shares

    0.4% of the 13F portfolio, value $1,140,528.

    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 1,900 shares
    Change vs previous 13F -54 shares

    0.47% of the 13F portfolio, value $1,118,534.

    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 1,954 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,127,147.

    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).