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Abacus Wealth Partners, LLC: WPM position timeline

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

Abacus Wealth Partners, LLC held 20,608 WPM 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 20,608 shares
    Change vs previous 13F -10,877 shares

    0.24% of the 13F portfolio, value $2,314,691.

    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 31,485 shares
    Change vs previous 13F -538 shares

    0.38% of the 13F portfolio, value $4,124,850.

    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 32,023 shares
    Change vs previous 13F +29,891 shares

    0.37% of the 13F portfolio, value $3,763,343.

    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 2,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $238,443.

    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).