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Abacus Wealth Partners, LLC: ASX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Wealth Partners, LLC on ASX, newest first. How the timeline and the estimate are built.

Abacus Wealth Partners, LLC held 39,783 ASX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,783 shares
    Change vs previous 13F -19,692 shares

    0.19% of the 13F portfolio, value $1,795,009.

    13F-HR 0001765380-26-000223 filed by Abacus Wealth Partners, LLC
    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 59,475 shares
    Change vs previous 13F +3,611 shares

    0.12% of the 13F portfolio, value $1,289,418.

    13F-HR 0001765380-26-000123 filed by Abacus Wealth Partners, LLC
    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 55,864 shares
    Change vs previous 13F +44,414 shares

    0.09% of the 13F portfolio, value $899,410.

    13F-HR 0001765380-26-000063 filed by Abacus Wealth Partners, LLC
    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 11,450 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $126,981.

    13F-HR 0001765380-25-000473 filed by Abacus Wealth Partners, LLC
    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 11,781 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $121,698.

    13F-HR 0001765380-25-000249 filed by Abacus Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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