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Accretive Wealth Partners, LLC

Position in FSV — FirstService Corp

CIK 1844444 PARSIPPANY, NJ

Position in FSV

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$889,182
-$55,610 QoQ
Shares Held
6,257
-8.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#145
of 275 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FSV Over Time

Shares Held

Position Value (USD)

Position in Real Estate Services

Real Estate · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $1,085,682 across 2 Real Estate Services names. FSV ranks #1 (81.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSV
FirstService Corp
This page
6,257 $889,182

All Filings in FSV

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $889,182 6,257
2026-03-31 $944,792 6,800
2025-12-31 $1,049,827 6,750
2025-09-30 $1,338,382 7,026
2025-06-30 $1,201,909 6,883
2025-03-31 $1,127,630 6,795
2024-12-31 $1,116,169 6,166
2024-09-30 $1,130,157 6,194
2024-06-30 $936,313 6,145
2024-03-31 $1,018,177 6,141
2023-12-31 $997,177 6,152
2023-09-30 $891,141 6,123
2023-06-30 $935,326 6,070
2023-03-31 $823,804 5,843
2022-12-31 $730,643 5,962
2022-09-30 $687,877 5,780
2022-06-30 $704,050 5,809
2021-12-31 $1,171,354 5,962
2021-09-30 $1,060,680 5,877
2021-06-30 $990,567 5,784
2021-03-31 $812,525 5,483
2020-12-31 $708,963 5,184