Accretive Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Accretive Wealth Partners going back to Feb. 12, 2021
- Accretive Wealth Partners 2025 Q4 - filed Jan. 28, 2026 - new!
- Accretive Wealth Partners 2025 Q3 - filed Nov. 7, 2025
- Accretive Wealth Partners 2025 Q2 - filed July 29, 2025
- Accretive Wealth Partners 2025 Q1 - filed May 7, 2025
- Accretive Wealth Partners 2024 Q4 - filed Jan. 30, 2025
- Accretive Wealth Partners 2024 Q3 - filed Nov. 12, 2024
- Accretive Wealth Partners 2024 Q2 - filed Aug. 5, 2024
- Accretive Wealth Partners 2024 Q1 - filed May 6, 2024
- Accretive Wealth Partners 2023 Q4 - filed Feb. 6, 2024
- Accretive Wealth Partners 2023 Q3 - filed Nov. 6, 2023
- Accretive Wealth Partners 2023 Q2 - filed Aug. 7, 2023
- Accretive Wealth Partners 2023 Q1 - filed May 4, 2023
- Accretive Wealth Partners 2022 Q4 - filed Feb. 13, 2023
- Accretive Wealth Partners 2022 Q3 - filed Nov. 14, 2022
- Accretive Wealth Partners 2022 Q2 - filed Aug. 12, 2022
- Accretive Wealth Partners 2022 Q1 - filed May 12, 2022
- Accretive Wealth Partners 2021 Q4 - filed Feb. 14, 2022
- Accretive Wealth Partners 2021 Q3 - filed Nov. 12, 2021
- Accretive Wealth Partners 2021 Q2 - filed Aug. 13, 2021
- Accretive Wealth Partners 2021 Q1 - filed May 17, 2021
- Accretive Wealth Partners 2020 Q4 - filed Feb. 12, 2021
- Accretive Wealth Partners 2020 Q4 restated - filed Feb. 12, 2021