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Abacus Wealth Partners, LLC: DFAT position timeline

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

Abacus Wealth Partners, LLC held 1,024,195 DFAT 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 1,024,195 shares
    Change vs previous 13F -332,924 shares

    7.52% of the 13F portfolio, value $71,591,098.

    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 1,357,119 shares
    Change vs previous 13F -9,762 shares

    7.74% of the 13F portfolio, value $84,752,086.

    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 1,366,881 shares
    Change vs previous 13F -74,787 shares

    7.98% of the 13F portfolio, value $81,384,099.

    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 1,441,668 shares
    Change vs previous 13F -30,523 shares

    12.07% of the 13F portfolio, value $83,919,513.

    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 1,472,191 shares
    Change vs previous 13F +151,942 shares

    12.13% of the 13F portfolio, value $79,439,453.

    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).

  6. period ended2025-03-31
    13F 1,320,249 shares
    Change vs previous 13F -1,846 shares

    10.23% of the 13F portfolio, value $67,979,621.

    13F-HR 0001765380-25-000198 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).

  7. period ended2024-12-31
    13F 1,322,095 shares
    Change vs previous 13F +132,428 shares

    10.99% of the 13F portfolio, value $73,587,821.

    13F-HR 0001765380-25-000002 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).

  8. period ended2024-09-30
    13F 1,189,667 shares
    Change vs previous 13F not available

    9.92% of the 13F portfolio, value $66,181,177.

    13F-HR 0001765380-24-000386 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).