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Disclosery

Abundance Wealth Counselors: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abundance Wealth Counselors on ACWX, newest first. How the timeline and the estimate are built.

Abundance Wealth Counselors held 1,033,676 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,033,676 shares
    Change vs previous 13F +521,317 shares

    5.11% of the 13F portfolio, value $78,673,131.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 512,359 shares
    Change vs previous 13F -4,290 shares

    5.03% of the 13F portfolio, value $35,081,176.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 516,649 shares
    Change vs previous 13F +7,126 shares

    5.86% of the 13F portfolio, value $34,682,595.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 509,523 shares
    Change vs previous 13F -9,846 shares

    5.68% of the 13F portfolio, value $33,124,076.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 519,369 shares
    Change vs previous 13F +11,104 shares

    5.92% of the 13F portfolio, value $31,650,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 508,265 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $28,183,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).