Skip to content

Abacus Wealth Partners, LLC: DFSD position timeline

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

Abacus Wealth Partners, LLC held 31,216 DFSD 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 31,216 shares
    Change vs previous 13F +1,501 shares

    0.16% of the 13F portfolio, value $1,490,564.

    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 29,715 shares
    Change vs previous 13F +550 shares

    0.13% of the 13F portfolio, value $1,422,754.

    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 29,165 shares
    Change vs previous 13F +1,834 shares

    0.14% of the 13F portfolio, value $1,398,462.

    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 27,331 shares
    Change vs previous 13F +1,216 shares

    0.19% of the 13F portfolio, value $1,317,081.

    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 26,115 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,253,781.

    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).