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Abacus Wealth Partners, LLC: SPY position timeline

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

Abacus Wealth Partners, LLC held 9,122 SPY 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 9,122 shares
    Change vs previous 13F -1,158 shares

    0.72% of the 13F portfolio, value $6,811,705.

    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 10,280 shares
    Change vs previous 13F +2,160 shares

    0.61% of the 13F portfolio, value $6,685,111.

    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 8,120 shares
    Change vs previous 13F -423 shares

    0.54% of the 13F portfolio, value $5,536,888.

    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 8,543 shares
    Change vs previous 13F +551 shares

    0.82% of the 13F portfolio, value $5,690,881.

    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 7,992 shares
    Change vs previous 13F +2,054 shares

    0.75% of the 13F portfolio, value $4,937,584.

    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 5,938 shares
    Change vs previous 13F -177 shares

    0.5% of the 13F portfolio, value $3,321,410.

    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 6,115 shares
    Change vs previous 13F -312 shares

    0.54% of the 13F portfolio, value $3,584,046.

    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 6,427 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,687,301.

    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).