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Abacus Planning Group, Inc.: WFC position timeline

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

Abacus Planning Group, Inc. held 7,016 WFC 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 7,016 shares
    Change vs previous 13F -119 shares

    0.07% of the 13F portfolio, value $579,773.

    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 7,135 shares
    Change vs previous 13F -650 shares

    0.08% of the 13F portfolio, value $568,054.

    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 7,785 shares
    Change vs previous 13F +1,534 shares

    0.1% of the 13F portfolio, value $725,516.

    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 6,251 shares
    Change vs previous 13F -106 shares

    0.07% of the 13F portfolio, value $523,926.

    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 6,357 shares
    Change vs previous 13F +570 shares

    0.08% of the 13F portfolio, value $509,297.

    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 5,787 shares
    Change vs previous 13F +713 shares

    0.07% of the 13F portfolio, value $415,437.

    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 5,074 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $356,408.

    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).

  8. period ended2024-09-30
    13F 5,073 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $286,598.

    13F-HR 0001602730-24-000006 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).