Accretive Wealth Partners, LLC
Q3 2023 13F Holdings
Location
Parsippany, NJ
Holdings as of
9/30/2023
Value ($000)
$167,757
Num holdings
119
Date filed
11/6/2023
Form type
13F-HR
Prev filing
8/7/2023
Next filing
2/13/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type