Skip to content
Disclosery

Accretive Wealth Partners, LLC: MSFT position timeline

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

Accretive Wealth Partners, LLC held 19,814 MSFT 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 19,814 shares
    Change vs previous 13F +674 shares

    1.8% of the 13F portfolio, value $7,390,865.

    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 19,140 shares
    Change vs previous 13F +725 shares

    2% of the 13F portfolio, value $7,085,139.

    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 18,415 shares
    Change vs previous 13F +2,160 shares

    2.64% of the 13F portfolio, value $8,905,923.

    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 16,255 shares
    Change vs previous 13F +46 shares

    2.57% of the 13F portfolio, value $8,419,342.

    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 16,209 shares
    Change vs previous 13F +177 shares

    2.64% of the 13F portfolio, value $8,062,581.

    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 16,032 shares
    Change vs previous 13F +2,848 shares

    2.45% of the 13F portfolio, value $6,946,880.

    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 13,184 shares
    Change vs previous 13F -33 shares

    2.36% of the 13F portfolio, value $5,556,890.

    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 13,217 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,687,106.

    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).