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Abacus Wealth Partners, LLC: DFIV position timeline

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

Abacus Wealth Partners, LLC held 17,434 DFIV 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 17,434 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $941,762.

    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 17,434 shares
    Change vs previous 13F +3,195 shares

    0.08% of the 13F portfolio, value $920,144.

    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 14,239 shares
    Change vs previous 13F -279 shares

    0.07% of the 13F portfolio, value $710,508.

    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 14,518 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $669,588.

    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 14,518 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $621,823.

    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 14,472 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $569,633.

    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 14,472 shares
    Change vs previous 13F -556 shares

    0.08% of the 13F portfolio, value $513,481.

    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 15,028 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $572,281.

    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).