Skip to content
Disclosery

Accretive Wealth Partners, LLC: MA position timeline

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

Accretive Wealth Partners, LLC held 2,963 MA 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 2,963 shares
    Change vs previous 13F +58 shares

    0.37% of the 13F portfolio, value $1,521,920.

    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 2,905 shares
    Change vs previous 13F +96 shares

    0.41% of the 13F portfolio, value $1,451,479.

    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 2,809 shares
    Change vs previous 13F +12 shares

    0.48% of the 13F portfolio, value $1,603,750.

    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 2,797 shares
    Change vs previous 13F +59 shares

    0.49% of the 13F portfolio, value $1,591,022.

    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 2,738 shares
    Change vs previous 13F +19 shares

    0.5% of the 13F portfolio, value $1,538,568.

    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 2,719 shares
    Change vs previous 13F +241 shares

    0.54% of the 13F portfolio, value $1,519,787.

    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 2,478 shares
    Change vs previous 13F -12 shares

    0.55% of the 13F portfolio, value $1,304,661.

    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 2,490 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,229,325.

    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).