Skip to content
Disclosery

Abacus Wealth Partners, LLC: WF position timeline

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

Abacus Wealth Partners, LLC held 21,372 WF 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 21,372 shares
    Change vs previous 13F -13,595 shares

    0.13% of the 13F portfolio, value $1,226,781.

    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 34,967 shares
    Change vs previous 13F -1,978 shares

    0.21% of the 13F portfolio, value $2,328,835.

    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 36,945 shares
    Change vs previous 13F +30,303 shares

    0.21% of the 13F portfolio, value $2,172,026.

    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 6,642 shares
    Change vs previous 13F -827 shares

    0.05% of the 13F portfolio, value $372,948.

    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 7,469 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $371,433.

    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 7,453 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $248,781.

    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).