Accretive Wealth Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Parsippany, NJ
CIK
0001844444
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 104 131,295 13F-HR 11/14/2022 000195175722000026 Accretive Wealth Partners, LLC
Q2 2022 107 137,738 13F-HR 8/12/2022 000184444422000004 Accretive Wealth Partners, LLC
Q1 2022 112 159,372 13F-HR 5/12/2022 000184444422000003 Accretive Wealth Partners, LLC
Q4 2021 106 157,047 13F-HR 2/14/2022 000184444422000001 Accretive Wealth Partners, LLC
Q3 2021 106 141,729 13F-HR 11/12/2021 000184444421000005 Accretive Wealth Partners, LLC
Q2 2021 111 138,710 13F-HR 8/13/2021 000184444421000004 Accretive Wealth Partners, LLC
Q1 2021 95 111,076 13F-HR 5/17/2021 000184444421000003 Accretive Wealth Partners, LLC
Q4 2020 93 109,476 13F-HR 2/12/2021 000184444421000001 Accretive Wealth Partners, LLC
Q4 2020 94 101,204 RESTATEMENT 2/12/2021 000184444421000002 Accretive Wealth Partners, LLC