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Disclosery

Abundance Wealth Counselors: ALCO position timeline

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

Abundance Wealth Counselors held 38,795 ALCO 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 38,795 shares
    Change vs previous 13F +16,866 shares

    0.1% of the 13F portfolio, value $1,604,949.

    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 21,929 shares
    Change vs previous 13F +2,456 shares

    0.13% of the 13F portfolio, value $904,791.

    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 19,473 shares
    Change vs previous 13F +2,224 shares

    0.12% of the 13F portfolio, value $708,429.

    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 17,249 shares
    Change vs previous 13F -2,351 shares

    0.1% of the 13F portfolio, value $597,851.

    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 19,600 shares
    Change vs previous 13F -176 shares

    0.12% of the 13F portfolio, value $641,000.

    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 19,776 shares
    Change vs previous 13F +8,755 shares

    0.12% of the 13F portfolio, value $590,000.

    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).

  7. period ended2024-12-31
    13F 11,021 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $286,000.

    13F-HR 0001767080-25-000001 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).