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Abacus Wealth Partners, LLC: UVSP position timeline

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

Abacus Wealth Partners, LLC held 4,938 UVSP 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 4,938 shares
    Change vs previous 13F -6,786 shares

    0.02% of the 13F portfolio, value $216,038.

    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 11,724 shares
    Change vs previous 13F +209 shares

    0.04% of the 13F portfolio, value $401,664.

    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 11,515 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $377,001.

    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).