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Abacus Wealth Partners, LLC: DFSI position timeline

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

Abacus Wealth Partners, LLC held 605,285 DFSI 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 605,285 shares
    Change vs previous 13F +19,181 shares

    2.87% of the 13F portfolio, value $27,295,447.

    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 586,104 shares
    Change vs previous 13F +3,478 shares

    2.27% of the 13F portfolio, value $24,850,822.

    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 582,626 shares
    Change vs previous 13F -6,184 shares

    2.45% of the 13F portfolio, value $24,962,738.

    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 588,810 shares
    Change vs previous 13F +28,190 shares

    3.47% of the 13F portfolio, value $24,111,809.

    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 560,620 shares
    Change vs previous 13F +30,735 shares

    3.37% of the 13F portfolio, value $22,094,024.

    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 529,885 shares
    Change vs previous 13F -2,100 shares

    2.78% of the 13F portfolio, value $18,487,699.

    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 531,985 shares
    Change vs previous 13F +34,503 shares

    2.61% of the 13F portfolio, value $17,475,713.

    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 497,482 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $17,777,602.

    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).