Skip to content
Disclosery

Abacus Planning Group, Inc.: SW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Planning Group, Inc. on SW, newest first. How the timeline and the estimate are built.

Abacus Planning Group, Inc. held 23,118 SW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,118 shares
    Change vs previous 13F +52 shares

    0.13% of the 13F portfolio, value $1,069,439.

    13F-HR 0001602730-26-000004 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,066 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $919,180.

    13F-HR 0001602730-26-000003 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,066 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $891,962.

    13F-HR 0001602730-26-000002 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,083 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $982,643.

    13F-HR 0001602730-25-000008 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 23,083 shares
    Change vs previous 13F -129 shares

    0.15% of the 13F portfolio, value $996,031.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,212 shares
    Change vs previous 13F -385 shares

    0.18% of the 13F portfolio, value $1,045,933.

    13F-HR 0001602730-25-000003 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,597 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,270,934.

    13F-HR 0001602730-25-000002 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).