Accretive Wealth Partners, LLC
Q1 2023 13F Holdings
Location
Parsippany, NJ
Holdings as of
3/31/2023
Value ($000)
$156,297
Num holdings
116
Date filed
5/4/2023
Form type
13F-HR
Prev filing
2/13/2023
Next filing
8/7/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
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