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Abacus Wealth Partners, LLC: DFSB position timeline

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

Abacus Wealth Partners, LLC held 2,882,992 DFSB 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 2,882,992 shares
    Change vs previous 13F +272,811 shares

    15.79% of the 13F portfolio, value $150,234,596.

    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 2,610,181 shares
    Change vs previous 13F +179,261 shares

    12.33% of the 13F portfolio, value $135,058,027.

    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 2,430,920 shares
    Change vs previous 13F +177,273 shares

    12.35% of the 13F portfolio, value $125,921,639.

    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 2,253,647 shares
    Change vs previous 13F +154,801 shares

    17.27% of the 13F portfolio, value $120,051,767.

    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 2,098,846 shares
    Change vs previous 13F +6,459 shares

    16.8% of the 13F portfolio, value $110,042,517.

    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 2,092,387 shares
    Change vs previous 13F +13,020 shares

    16.21% of the 13F portfolio, value $107,757,924.

    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 2,079,367 shares
    Change vs previous 13F +147,541 shares

    15.82% of the 13F portfolio, value $105,922,950.

    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 1,931,826 shares
    Change vs previous 13F not available

    15.4% of the 13F portfolio, value $102,715,173.

    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).