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Abacus Wealth Partners, LLC: CB position timeline

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

Abacus Wealth Partners, LLC held 809 CB 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 809 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $275,659.

    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 909 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $296,270.

    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 890 shares
    Change vs previous 13F +159 shares

    0.03% of the 13F portfolio, value $277,787.

    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 731 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $206,325.

    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).