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Accretive Wealth Partners, LLC: VBK position timeline

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

Accretive Wealth Partners, LLC held 3,224 VBK 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 3,224 shares
    Change vs previous 13F -14 shares

    0.29% of the 13F portfolio, value $1,179,022.

    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 3,238 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $978,690.

    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 3,247 shares
    Change vs previous 13F -155 shares

    0.29% of the 13F portfolio, value $980,955.

    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 3,402 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,012,507.

    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 3,402 shares
    Change vs previous 13F -37 shares

    0.31% of the 13F portfolio, value $942,154.

    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 3,439 shares
    Change vs previous 13F +47 shares

    0.31% of the 13F portfolio, value $868,660.

    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 3,392 shares
    Change vs previous 13F -169 shares

    0.4% of the 13F portfolio, value $949,967.

    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 3,561 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $952,108.

    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).