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Accretive Wealth Partners, LLC: VIG position timeline

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

Accretive Wealth Partners, LLC held 94,443 VIG 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 94,443 shares
    Change vs previous 13F +18,000 shares

    5.43% of the 13F portfolio, value $22,347,019.

    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 76,443 shares
    Change vs previous 13F +2,852 shares

    4.64% of the 13F portfolio, value $16,439,879.

    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 73,591 shares
    Change vs previous 13F -734 shares

    4.8% of the 13F portfolio, value $16,173,809.

    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 74,325 shares
    Change vs previous 13F +2,929 shares

    4.89% of the 13F portfolio, value $16,038,641.

    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 71,396 shares
    Change vs previous 13F +2,093 shares

    4.79% of the 13F portfolio, value $14,612,582.

    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 69,303 shares
    Change vs previous 13F +10,909 shares

    4.67% of the 13F portfolio, value $13,220,898.

    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 58,394 shares
    Change vs previous 13F +412 shares

    4.85% of the 13F portfolio, value $11,435,297.

    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 57,982 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $11,483,915.

    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).