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Accretive Wealth Partners, LLC: VYM position timeline

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

Accretive Wealth Partners, LLC held 120,326 VYM 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 120,326 shares
    Change vs previous 13F +23,850 shares

    4.62% of the 13F portfolio, value $19,015,093.

    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 96,476 shares
    Change vs previous 13F +7,710 shares

    4.04% of the 13F portfolio, value $14,288,026.

    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 88,766 shares
    Change vs previous 13F +1,117 shares

    3.78% of the 13F portfolio, value $12,739,689.

    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 87,649 shares
    Change vs previous 13F +4,997 shares

    3.77% of the 13F portfolio, value $12,354,094.

    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 82,652 shares
    Change vs previous 13F +2,853 shares

    3.61% of the 13F portfolio, value $11,018,285.

    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 79,799 shares
    Change vs previous 13F +10,106 shares

    3.51% of the 13F portfolio, value $9,939,018.

    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 69,693 shares
    Change vs previous 13F +486 shares

    3.77% of the 13F portfolio, value $8,892,130.

    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 69,207 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $8,872,337.

    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).