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Accretive Wealth Partners, LLC: VONG position timeline

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

Accretive Wealth Partners, LLC held 72,628 VONG 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 72,628 shares
    Change vs previous 13F +30,269 shares

    2.26% of the 13F portfolio, value $9,282,585.

    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 42,359 shares
    Change vs previous 13F +331 shares

    1.31% of the 13F portfolio, value $4,646,359.

    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 42,028 shares
    Change vs previous 13F +5,320 shares

    1.52% of the 13F portfolio, value $5,116,909.

    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 36,708 shares
    Change vs previous 13F +626 shares

    1.35% of the 13F portfolio, value $4,423,314.

    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 36,082 shares
    Change vs previous 13F +1,135 shares

    1.29% of the 13F portfolio, value $3,940,154.

    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 34,947 shares
    Change vs previous 13F +3,923 shares

    1.18% of the 13F portfolio, value $3,336,740.

    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 31,024 shares
    Change vs previous 13F +257 shares

    1.36% of the 13F portfolio, value $3,204,779.

    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 30,767 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,969,631.

    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).