Position in HTFL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$328,608
New position
Shares Held
11,200
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#126
of 191 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Accretive Wealth Partners, LLC holds $328,608 across 1 Health Information Services name. HTFL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTFL |
Heartflow, Inc.
This page
|
11,200 | $328,608 |
All Filings in HTFL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,608 | 11,200 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||